Zurich Insurance Group Ag Spon Adr Each Rep 0.1 Ord Shs · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | <0.01% | <0.01% | #9 | $4.5M | 121,555 | $4.0M | 111,242 | +10,313+9.27% | Add | |
| MITCHELL CAPITAL MANAGEMENT CO | 0.53% | 1.12% | #1 | $3.5M | 94,575 | $3.5M | 97,349 | -2,774-2.85% | Reduce | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.02% | 0.02% | #3 | $1.5M | 41,635 | $1.5M | 42,950 | -1,315-3.06% | Reduce | |
| GAMMA Investing LLC | 0.02% | 0.03% | #4 | $642,509 | 17,374 | $552,571 | 15,561 | +1,813+11.65% | Add | |
| YOUSIF CAPITAL MANAGEMENT, LLC | <0.01% | 0.02% | #10 | $291,527 | 7,857 | $1.4M | 39,946 | -32,089-80.33% | Reduce | |
| Canopy Partners, LLC | 0.08% | 0.09% | #2 | $273,659 | 7,400 | $269,166 | 7,580 | -180-2.37% | Reduce | |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.02% | 0.02% | #5 | $107,245 | 2,900 | $98,931 | 2,786 | +114+4.09% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #14 | $105,544 | 2,854 | $95,202 | 2,681 | +173+6.45% | Add | |
| Westside Investment Management, Inc. | 0.01% | 0.01% | #7 | $45,412 | 1,228 | $44,072 | 1,228 | 00.00% | Unchanged | |
| Salomon & Ludwin, LLC | <0.01% | <0.01% | #8 | $41,453 | 1,155 | $41,453 | 1,155 | 00.00% | Unchanged | |
| Main Street Group, LTD | 0.01% | 0.01% | #6 | $33,283 | 900 | $31,959 | 900 | 00.00% | Unchanged | |
| HANTZ FINANCIAL SERVICES, INC. | <0.01% | <0.01% | #13 | $11,575 | 313 | $12,000 | 324 | -11-3.40% | Reduce | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #11 | $7,359 | 199 | $4,438 | 125 | +74+59.20% | Add | |
| Gleason Group, Inc. | <0.01% | — | #12 | $3,488 | 94 | $0 | 0 | +94 | New Buy | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #16 | $3,254 | 88 | $746 | 21 | +67+319.05% | Add | |
| Ancora Advisors LLC | <0.01% | <0.01% | #15 | $1,923 | 52 | $8,842 | 249 | -197-79.12% | Reduce |