13F Insight
DOSSIER · 13F Holders · Q2 2026
ZURVY

ZURICH FINANCIAL SVCS-ADR

16 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 989825104·16 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8M
visible holders
Holders
16
filers reporting
Concentration
58.60%
RHUMBLINE ADVISERS #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported ZURVY in Q2 2026. RHUMBLINE ADVISERS leads at 58.6% 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 202602
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$1M42K0.02%Q3 202603
GAMMA Investing LLC
CIK 0002010235
$635K19K0.02%Q3 202604
MITCHELL CAPITAL MANAGEMENT CO
CIK 0001080351
$266K8K0.04%Q3 202605
YOUSIF CAPITAL MANAGEMENT, LLC
CIK 0001858789
$255K8K0.00%Q3 202606
Canopy Partners, LLC
CIK 0001960860
$250K7K0.07%Q3 202607
First Command Advisory Services, Inc.
CIK 0001727336
$125K4K0.00%Q3 202608
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$103K3K0.00%Q3 202609
Westside Investment Management, Inc.
CIK 0001538383
$42K1K0.01%Q3 202610
Main Street Group, LTD
CIK 0001965796
$30K9000.01%Q3 202611
First Horizon Advisors, Inc.
CIK 0001588539
$21K5900.00%Q2 202512
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$12K3240.00%Q1 202613
IMA Advisory Services, Inc.
CIK 0001455495
$7K1990.00%Q2 202614
ORG Wealth Partners, LLC
CIK 0002032602
$7K2000.00%Q3 202615
Gleason Group, Inc.
CIK 0001822632
$3K940.00%Q3 202616
Ancora Advisors LLC
CIK 0001446114
$2K520.00%Q2 2026