DOSSIER · 13F Holders · Q2 2026
ZURVY

ZURICH FINANCIAL SVCS-ADR

17 institutions still hold ZURICH FINANCIAL SVCS-ADR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 989825104·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$11M
visible holders
Holders
17
filers reporting
Concentration
40.35%
RHUMBLINE ADVISERS #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported ZURVY in Q2 2026. RHUMBLINE ADVISERS leads at 40.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RHUMBLINE ADVISERS
CIK 0001115418
$4M122K0.00%Q2 2026
02
MITCHELL CAPITAL MANAGEMENT CO
CIK 0001080351
$3M95K0.53%Q2 2026
03
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$2M42K0.02%Q2 2026
04
GAMMA Investing LLC
CIK 0002010235
$643K17K0.02%Q2 2026
05
YOUSIF CAPITAL MANAGEMENT, LLC
CIK 0001858789
$292K8K0.00%Q2 2026
06
Canopy Partners, LLC
CIK 0001960860
$274K7K0.08%Q2 2026
07
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$114K3K0.00%Q4 2025
08
PARADIGM ASSET MANAGEMENT CO LLC
CIK 0001034549
$107K3K0.02%Q2 2026
09
Salomon & Ludwin, LLC
CIK 0001766156
$52K1K0.00%Q2 2026
10
Westside Investment Management, Inc.
CIK 0001538383
$45K1K0.01%Q2 2026
11
Main Street Group, LTD
CIK 0001965796
$33K9000.01%Q2 2026
12
First Horizon Advisors, Inc.
CIK 0001588539
$21K5900.00%Q2 2025
13
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$12K3240.00%Q1 2026
14
IMA Advisory Services, Inc.
CIK 0001455495
$7K1990.00%Q2 2026
15
Gleason Group, Inc.
CIK 0001822632
$3K940.00%Q2 2026
16
First Command Advisory Services, Inc.
CIK 0001727336
$3K880.00%Q2 2026
17
Ancora Advisors LLC
CIK 0001446114
$2K520.00%Q2 2026