21 institutions reported holding $11.6M of Zurich Insurance Group Ag Spon Adr Each Rep 0.1 Ord Shs (ZURVY) in SEC 13F filings for 2026-03-31. Largest institutional holders: RHUMBLINE ADVISERS ($4.0M), MITCHELL CAPITAL MANAGEMENT CO ($3.5M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.5M), YOUSIF CAPITAL MANAGEMENT, LLC ($1.4M), GAMMA Investing LLC ($552,571). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RHUMBLINE ADVISERS | $4.0M | 111,242 | Added |
| 2 | MITCHELL CAPITAL MANAGEMENT CO | $3.5M | 97,349 | Trimmed |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.5M | 42,950 | Added |
| 4 | YOUSIF CAPITAL MANAGEMENT, LLC | $1.4M | 39,946 | Hold |
| 5 | GAMMA Investing LLC | $552,571 | 15,561 | Added |
| 6 | Canopy Partners, LLC | $269,166 | 7,580 | Trimmed |
| 7 | PARADIGM ASSET MANAGEMENT CO LLC | $98,931 | 2,786 | Trimmed |
| 8 | PNC Financial Services Group, Inc. | $95,202 | 2,681 | Trimmed |
| 9 | NBC SECURITIES, INC. | $66,756 | 1,911 | Trimmed |
| 10 | Westside Investment Management, Inc. | $44,072 | 1,228 | Hold |
| 11 | Salomon & Ludwin, LLC | $41,453 | 1,155 | Trimmed |
| 12 | Main Street Group, LTD | $31,959 | 900 | New |
| 13 | HANTZ FINANCIAL SERVICES, INC. | $12,000 | 324 | Trimmed |
| 14 | Ancora Advisors LLC | $8,842 | 249 | Hold |
| 15 | IMA Advisory Services, Inc. | $4,438 | 125 | Trimmed |
| 16 | First Command Advisory Services, Inc. | $746 | 21 | New |
| 17 | Murphy & Mullick Capital Management Corp | $0 | 0 | Exited |
| 18 | Signature Equity Partners, LLC | $0 | 0 | Exited |
| 19 | HighPoint Advisor Group LLC | $0 | 0 | Exited |
| 20 | Corient Private Wealth LLC | $0 | 0 | Exited |
| 21 | Wealth Preservation Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31