ZURVY

Zurich Insurance Group-ADR Cross-source read$36.10 0.22%
UnclassifiedCUSIP 989825104· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 5 added, while 4 reduced; the largest holder to move was Mitchell Capital Management Co (−2.8%). No recent Form 4 insider filings for ZURVY.

Tracked 13F holders
15
11 in Q2 2026 filings
13F value (tracked)
$10.5M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
7 adding · 4 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$36.10 0.22%5Y +66.9%
$17.97$23.37$28.78$34.18$39.58202120222023202420252026224223434243342334323324744734855
Hover for who · click for detailEnd-of-day closing prices52w $33.79 – $38.55

Who owns ZURVY?

15 tracked 13F filers · ranked by shares held

15 tracked 13F filers disclose a position in ZURVY as of the latest SEC 13F filings, a combined $10.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Rhumbline Advisers111K
$4.0M
+5.7%
Added · +6K sh
Q1 2026
2Mitchell Capital Management Co95K
$3.5M
−2.8%
Reduced · −3K sh
Q2 2026
3Confluence Investment Management LLC43K
$1.5M
+9.4%
Added · +4K sh
Q1 2026
4GAMMA Investing LLC17K
$643K
+12%
Added · +2K sh
Q2 2026
5Yousif Capital Management, LLC8K
$292K
−80%
Reduced · −32K sh
Q2 2026
6Canopy Partners, LLC7K
$274K
−2.4%
Reduced · −180 sh
Q2 2026
7Paradigm Asset Management Co LLC3K
$107K
+4.1%
Added · +114 sh
Q2 2026
8PNC Financial Services Group, Inc.3K
$95K
−11%
Reduced · −321 sh
Q1 2026
9Salomon & Ludwin, LLC1K
$52K
+20%
Added · +233 sh
Q2 2026
10Westside Investment Management, Inc.1K
$45K
Held
Q2 2026
11Main Street Group, LTD900
$33K
Held
Q2 2026
12IMA Advisory Services, Inc.199
$7K
+59%
Added · +74 sh
Q2 2026
13Gleason Group, Inc.94
$3K
New
+94 sh
Q2 2026
14Ancora Advisors LLC52
$2K
−79%
Reduced · −197 sh
Q2 2026
15First Command Advisory Services, Inc.21
$746
New
+21 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ZURVY being bought or sold by institutions?

Last quarter, 2 funds opened a new position in ZURVY and 5 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
5
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ZURVY also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT13 funds$600.1M
Alphabet Inc-CL CGOOG13 funds$384.0M
JPMorgan Chase & CoJPM13 funds$268.6M
Chevron CorpCVX13 funds$264.9M
Berkshire Hathaway Inc-CL BBRK/B13 funds$242.8M
Cisco Systems IncCSCO13 funds$217.9M
Mastercard Inc - AMA13 funds$160.4M
Procter & Gamble CoPG13 funds$114.0M
TJX Companies IncTJX13 funds$111.8M
Costco Wholesale CorpCOST13 funds$90.1M
Shell PLC-ADRSHEL13 funds$6.8M
Apple IncAAPL12 funds$823.6M

Ranked by how many of ZURVY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ZURVY.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
65
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

11 tracked filers in Q2 2026 filingsstill filing
0917Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $5.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for ZURVY

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Ask your agent what changed in ZURVY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ZURVY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ZURVY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ZURVY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.