17 institutions reported holding $11.1M of Zurich Insurance Group-ADR (ZURVY) in SEC 13F filings for 2026-06-30. Largest institutional holders: RHUMBLINE ADVISERS ($4.5M), MITCHELL CAPITAL MANAGEMENT CO ($3.5M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.5M), GAMMA Investing LLC ($642,509), YOUSIF CAPITAL MANAGEMENT, LLC ($291,527). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RHUMBLINE ADVISERS | $4.5M | 121,555 | Added |
| 2 | MITCHELL CAPITAL MANAGEMENT CO | $3.5M | 94,575 | Trimmed |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.5M | 41,635 | Trimmed |
| 4 | GAMMA Investing LLC | $642,509 | 17,374 | Added |
| 5 | YOUSIF CAPITAL MANAGEMENT, LLC | $291,527 | 7,857 | Trimmed |
| 6 | Canopy Partners, LLC | $273,659 | 7,400 | Trimmed |
| 7 | PARADIGM ASSET MANAGEMENT CO LLC | $107,245 | 2,900 | Added |
| 8 | PNC Financial Services Group, Inc. | $105,544 | 2,854 | Added |
| 9 | Salomon & Ludwin, LLC | $51,550 | 1,388 | Added |
| 10 | Westside Investment Management, Inc. | $45,412 | 1,228 | Hold |
| 11 | Main Street Group, LTD | $33,283 | 900 | Hold |
| 12 | HANTZ FINANCIAL SERVICES, INC. | $12,000 | 313 | Trimmed |
| 13 | IMA Advisory Services, Inc. | $7,359 | 199 | Added |
| 14 | Gleason Group, Inc. | $3,488 | 94 | New |
| 15 | First Command Advisory Services, Inc. | $3,254 | 88 | Added |
| 16 | Ancora Advisors LLC | $1,923 | 52 | Trimmed |
| 17 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30