Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
First Horizon Advisors, Inc. | 34 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
SIT INVESTMENT ASSOCIATES INC | 34 | 34 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.40% | 0.83% | 1.06% | Q2 2013 | Q4 2020 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 9 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2021 | 31 |
World Asset Management Inc | 28 | 28 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2020 | 28 |
Opus Capital Group, LLC | 19 | 1 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q2 2021 | 26 |
PARADIGM ASSET MANAGEMENT CO LLC | 14 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 22 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.00% | 0.06% | 0.15% | Q2 2015 | Q4 2019 | 19 |
Private Capital Group, LLC | 11 | 7 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q2 2022 | 18 |
CYPRESS ASSET MANAGEMENT INC/TX | 16 | 16 | 0.05% | 0.47% | 0.83% | Q2 2014 | Q1 2018 | 16 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLAIR WILLIAM & CO/IL | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 14 |
LOGAN CAPITAL MANAGEMENT INC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2016 | 13 |
Lenox Wealth Management, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 11 | 0.47% | 0.58% | 0.67% | Q2 2013 | Q4 2015 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 11 |
Cullen Capital Management, LLC | 10 | 10 | 0.48% | 0.54% | 0.74% | Q1 2021 | Q2 2023 | 10 |
Archford Capital Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 10 |
RMB Capital Management, LLC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q3 2015 | 10 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.07% | 1.56% | 1.96% | Q2 2013 | Q1 2015 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Gemmer Asset Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 8 |
Calvert Investment Management, Inc. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
RENAISSANCE GROUP LLC | 8 | 8 | 0.16% | 0.43% | 0.56% | Q2 2014 | Q1 2016 | 8 |
FULTON BANK, N.A. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q1 2016 | 8 |
Janney Capital Management LLC | 8 | 8 | 0.75% | 1.03% | 1.17% | Q2 2013 | Q1 2015 | 8 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
Janney Montgomery Scott LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 7 |
DEARBORN PARTNERS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
ZEVIN ASSET MANAGEMENT LLC | 4 | 2 | 0.05% | 0.10% | 0.18% | Q2 2015 | Q1 2017 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.06% | 0.08% | 0.08% | Q2 2014 | Q3 2015 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 6 | 0.15% | 0.23% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
SVB WEALTH LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BANCORPSOUTH INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q2 2015 | 4 |
Pacer Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
DF DENT & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Aperio Group, LLC | 4 | 4 | 0.22% | 0.25% | 0.27% | Q2 2013 | Q1 2014 | 4 |
Peachtree Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.09% | 0.26% | Q3 2014 | Q1 2015 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Heritage Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.50% | 0.52% | 0.55% | Q4 2013 | Q2 2014 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.19% | 0.21% | 0.22% | Q2 2013 | Q4 2013 | 3 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2019 | Q4 2019 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q4 2015 | 2 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TEXAS CAPITAL BANCSHARES INC/TX | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ZURICH INS GROUP LTD SPONSORED or have owned ZURICH INS GROUP LTD SPONSORED in the past.