ZURICH INS GROUP LTD SPONSORED

Ticker: ZURVY CUSIP: 989825104 Class: ADR

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (5)

HighPoint Advisor Group LLC
Value ($000) $215 Shares 5,656
Ancora Advisors LLC
Value ($000) $9 Shares 249
IMA Wealth, Inc.
Value ($000) $6 Shares 146
Corient Private Wealth LLC
Value ($000) $4 Shares 96
Murphy & Mullick Capital Management Corp
Value ($000) $0 Shares 2

Increased Positions (7)

RHUMBLINE ADVISERS
Value ($000) $4,003 (+41.3%) Shares 105,268 (+32.9%)
CONFLUENCE INVESTMENT MANAGEMENT LLC
Value ($000) $1,493 (+10.5%) Shares 39,261 (+3.9%)
GAMMA Investing LLC
Value ($000) $586 (+12.0%) Shares 15,407 (+5.4%)
Canopy Partners, LLC
Value ($000) $290 (+8.6%) Shares 7,620 (+2.1%)
Salomon & Ludwin, LLC
Value ($000) $51 (+66.7%) Shares 1,343 (+57.6%)
Wealth Preservation Advisors, LLC
Value ($000) $5 (+50.5%) Shares 127 (+41.1%)
HANTZ FINANCIAL SERVICES, INC.
Value ($000) $0 (+16.7%) Shares 376 (+9.3%)

Decreased Positions (1)

PNC Financial Services Group, Inc.
Value ($000) $114 (+3.4%) Shares 3,002 (-2.8%)

Exited Positions (1)

Main Street Group, LTD
Value ($000) $32 Shares 900