ZURICH INS GROUP LTD SPONSORED shareholder history

Current and past ZURICH INS GROUP LTD SPONSORED shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
First Horizon Advisors, Inc. 3460.00%0.00%0.01%Q3 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.00%Q4 2014Q3 202336
SIT INVESTMENT ASSOCIATES INC 34340.02%0.04%0.06%Q2 2015Q3 202334
SCHAFER CULLEN CAPITAL MANAGEMENT INC 31310.40%0.83%1.06%Q2 2013Q4 202031
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2290.03%0.05%0.07%Q2 2013Q1 202131
World Asset Management Inc 28280.03%0.07%0.10%Q2 2013Q1 202028
Opus Capital Group, LLC 1910.02%0.07%0.12%Q4 2013Q2 202126
PARADIGM ASSET MANAGEMENT CO LLC 1480.01%0.02%0.06%Q2 2013Q3 202322
SILVERCREST ASSET MANAGEMENT GROUP LLC 19190.02%0.02%0.03%Q1 2019Q3 202319
QUADRANT CAPITAL GROUP LLC 19190.00%0.06%0.15%Q2 2015Q4 201919
Private Capital Group, LLC 1170.01%0.05%0.13%Q4 2017Q2 202218
CYPRESS ASSET MANAGEMENT INC/TX 16160.05%0.47%0.83%Q2 2014Q1 201816
AMERIPRISE FINANCIAL INC 15150.00%0.00%0.00%Q2 2013Q4 201615
BLAIR WILLIAM & CO/IL 1210.00%0.00%0.01%Q2 2013Q2 201714
LOGAN CAPITAL MANAGEMENT INC 13130.02%0.04%0.06%Q2 2013Q2 201613
Lenox Wealth Management, Inc. 12120.01%0.01%0.01%Q3 2017Q2 202012
BOSTON ADVISORS LLC 11110.01%0.01%0.02%Q2 2013Q4 201511
MERITAGE PORTFOLIO MANAGEMENT 11110.47%0.58%0.67%Q2 2013Q4 201511
IFP Advisors, Inc 11110.00%0.00%0.00%Q3 2019Q1 202211
Bartlett & Co. LLC 710.00%0.00%0.00%Q2 2014Q2 202211
Cullen Capital Management, LLC 10100.48%0.54%0.74%Q1 2021Q2 202310
Archford Capital Strategies, LLC 10100.00%0.00%0.00%Q1 2014Q2 201610
RMB Capital Management, LLC 10100.09%0.11%0.13%Q2 2013Q3 201510
PHILADELPHIA INTERNATIONAL ADVISORS LP 881.07%1.56%1.96%Q2 2013Q1 20158
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2020Q2 20228
Gemmer Asset Management LLC 610.00%0.00%0.00%Q1 2018Q3 20208
Calvert Investment Management, Inc. 880.04%0.06%0.07%Q2 2013Q1 20158
RENAISSANCE GROUP LLC 880.16%0.43%0.56%Q2 2014Q1 20168
FULTON BANK, N.A. 880.02%0.03%0.04%Q2 2014Q1 20168
Janney Capital Management LLC 880.75%1.03%1.17%Q2 2013Q1 20158
CONFLUENCE INVESTMENT MANAGEMENT LLC 880.00%0.01%0.01%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Lenox Wealth Advisors, LLC 310.00%0.00%0.00%Q3 2014Q1 20207
CENTRAL TRUST Co 770.00%0.00%0.00%Q2 2013Q4 20147
Ranch Capital Advisors Inc. 770.00%0.00%0.01%Q4 2019Q2 20217
PRIVATE TRUST CO NA 770.00%0.00%0.00%Q1 2013Q3 20147
Janney Montgomery Scott LLC 770.01%0.02%0.02%Q3 2013Q1 20157
MASSMUTUAL TRUST CO FSB/ADV 430.00%0.00%0.00%Q4 2015Q3 20177
DEARBORN PARTNERS LLC 660.01%0.01%0.01%Q1 2020Q2 20216
ZEVIN ASSET MANAGEMENT LLC 420.05%0.10%0.18%Q2 2015Q1 20176
CITY NATIONAL BANK 660.06%0.08%0.08%Q2 2014Q3 20156
MITCHELL CAPITAL MANAGEMENT CO 660.15%0.23%0.27%Q2 2022Q3 20236
Ancora Advisors LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Financial Gravity Asset Management, Inc. 210.00%0.00%0.01%Q4 2019Q3 20236
SVB WEALTH LLC 510.00%0.00%0.01%Q1 2021Q3 20236
MEEDER ASSET MANAGEMENT INC 320.00%0.00%0.00%Q1 2021Q3 20225
Front Row Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BANCORPSOUTH INC 440.02%0.03%0.03%Q3 2014Q2 20154
Pacer Advisors, Inc. 440.02%0.02%0.03%Q4 2016Q3 20174
DF DENT & CO INC 440.01%0.01%0.01%Q4 2016Q3 20174
Aperio Group, LLC 440.22%0.25%0.27%Q2 2013Q1 20144
Peachtree Investment Advisors, Inc. 330.00%0.09%0.26%Q3 2014Q1 20153
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q4 2014Q2 20153
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Freedom Investment Management, Inc. 330.02%0.02%0.02%Q2 2017Q4 20173
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Heritage Wealth Advisors 210.00%0.00%0.01%Q1 2019Q4 20193
DREMAN VALUE MANAGEMENT, L L C 330.00%0.00%0.01%Q2 2014Q4 20143
Quad-Cities Investment Group, LLC 330.03%0.03%0.03%Q2 2018Q4 20183
MOTCO 210.00%0.00%0.00%Q2 2013Q3 20233
NAPLES GLOBAL ADVISORS, LLC 330.50%0.52%0.55%Q4 2013Q2 20143
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
Independent Portfolio Consultants, Inc. 330.19%0.21%0.22%Q2 2013Q4 20133
LS Investment Advisors, LLC 110.00%0.00%0.00%Q2 2013Q4 20132
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Intercontinental Wealth Advisors, LLC 220.18%0.20%0.22%Q3 2019Q4 20192
FineMark National Bank & Trust 220.00%0.00%0.00%Q3 2013Q4 20132
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
SYSTM Wealth Solutions LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Crosspoint Capital Strategies, LLC 220.01%0.03%0.06%Q3 2015Q4 20152
RELIANCE TRUST CO OF DELAWARE 110.02%0.02%0.02%Q3 2015Q3 20151
Hemenway Trust Co LLC 110.06%0.06%0.06%Q1 2014Q1 20141
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2014Q4 20141
CFM WEALTH PARTNERS LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DUFF & PHELPS INVESTMENT MANAGEMENT CO 110.09%0.09%0.09%Q3 2017Q3 20171
SCOUT INVESTMENTS, INC. 110.04%0.04%0.04%Q2 2013Q2 20131
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q3 2021Q3 20211
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Canton Hathaway, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
First City Capital Management, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TEXAS CAPITAL BANCSHARES INC/TX 110.26%0.26%0.26%Q2 2013Q2 20131
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Ativo Capital Management LLC 110.08%0.08%0.08%Q2 2015Q2 20151
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2021Q4 20211
Cornerstone Investment Partners, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q4 2013Q4 20131
Farmer Steven Patrick 110.01%0.01%0.01%Q2 2022Q2 20221
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2017Q2 20171
COMERICA BANK 110.00%0.00%0.00%Q2 2023Q2 20231
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.