ZURVY Institutional Ownership
Zurich Insurance Group Ltd
1W: -2.0%
1M: -5.6%
3M: -9.5%
YTD: -9.4%
1Y: -3.9%
3Y: +63.7%
5Y: +95.2%
$34.46
+0.61 (+1.80%)
Weekly Expected Move ±2.4%
$33
$34
$34
$35
$36
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Institutional Ownership — ZURVY
17
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$11M
Total Invested
1
New Positions
7
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RHUMBLINE ADVISERS | 121,555 | $$4M | +10,313 | +9.3% | 13Q | SEC ↗ |
| 2 | MITCHELL CAPITAL MANAGEMENT CO | 94,575 | $$3M | -2,774 | -2.8% | 17Q | SEC ↗ |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 41,635 | $$1M | -1,315 | -3.1% | 19Q | SEC ↗ |
| 4 | GAMMA Investing LLC | 17,374 | $$599K | +1,813 | +11.7% | 11Q | SEC ↗ |
| 5 | YOUSIF CAPITAL MANAGEMENT, LLC | 7,857 | $$271K | -32,089 | -80.3% | 19Q | SEC ↗ |
| 6 | Canopy Partners, LLC | 7,400 | $$255K | -180 | -2.4% | 10Q | SEC ↗ |
| 7 | PARADIGM ASSET MANAGEMENT CO LLC | 2,900 | $$100K | +114 | +4.1% | 19Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 2,854 | $$98K | +173 | +6.5% | 15Q | SEC ↗ |
| 9 | Salomon & Ludwin, LLC | 1,388 | $$48K | +233 | +20.2% | 5Q | SEC ↗ |
| 10 | Westside Investment Management, Inc. | 1,228 | $$42K | — | +0.0% | 5Q | SEC ↗ |
| 11 | Main Street Group, LTD | 900 | $$31K | — | +0.0% | 2Q | SEC ↗ |
| 12 | HANTZ FINANCIAL SERVICES, INC. | 313 | $$11K | -11 | -3.4% | 24Q | SEC ↗ |
| 13 | IMA Advisory Services, Inc. | 199 | $$7K | +74 | +59.2% | 3Q | SEC ↗ |
| 14 | Gleason Group, Inc. NEW | 94 | $$3K | — | +0.0% | 1Q | SEC ↗ |
| 15 | First Command Advisory Services, Inc. | 88 | $$3K | +67 | +319.0% | 2Q | SEC ↗ |
| 16 | Ancora Advisors LLC | 52 | $$2K | -197 | -79.1% | 3Q | SEC ↗ |
| 17 | Signature Equity Partners, LLC | 0 | $$0K | -431 | -100.0% | 1Q | SEC ↗ |
| 18 | Wealth Preservation Advisors, LLC | 0 | $$0K | -127 | -100.0% | 3Q | SEC ↗ |
| 19 | Corient Private Wealth LLC | 0 | $$0K | -96 | -100.0% | 1Q | SEC ↗ |
| 20 | NBC SECURITIES, INC. | 0 | $$0K | -1,911 | -100.0% | 4Q | SEC ↗ |
| 21 | Murphy & Mullick Capital Management Co | 0 | $$0K | -2 | -100.0% | 1Q | SEC ↗ |
| 22 | HighPoint Advisor Group LLC | 0 | $$0K | -5,656 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Gleason Group, Inc. | 94 | $$3K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HighPoint Advisor Group LLC | 5,656 | $$195K |
| NBC SECURITIES, INC. | 1,911 | $$66K |
| Signature Equity Partners, LLC | 431 | $$15K |
| Wealth Preservation Advisors, LLC | 127 | $$4K |
| Corient Private Wealth LLC | 96 | $$3K |
| Murphy & Mullick Capital Management | 2 | $$0K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RHUMBLINE ADVISERS | +10,313 | +9.3% | 121,555 |
| GAMMA Investing LLC | +1,813 | +11.7% | 17,374 |
| Salomon & Ludwin, LLC | +233 | +20.2% | 1,388 |
| PNC Financial Services Group, Inc. | +173 | +6.5% | 2,854 |
| PARADIGM ASSET MANAGEMENT CO LLC | +114 | +4.1% | 2,900 |
| IMA Advisory Services, Inc. | +74 | +59.2% | 199 |
| First Command Advisory Services, In | +67 | +319.0% | 88 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | -32,089 | -80.3% | 7,857 |
| MITCHELL CAPITAL MANAGEMENT CO | -2,774 | -2.8% | 94,575 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -1,315 | -3.1% | 41,635 |
| Ancora Advisors LLC | -197 | -79.1% | 52 |
| Canopy Partners, LLC | -180 | -2.4% | 7,400 |
| HANTZ FINANCIAL SERVICES, INC. | -11 | -3.4% | 313 |