CUSIP 989825104
ZURICH INSURANCE GROUP AG SPON
37 institutions · $72.9M total · 1,754,490 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Cullen Capital Management, LLC | 1,149,539 | $54.6M | 65.51% | 2023-09-30 |
| 2 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 98,853 | $5.3M | 5.63% | 2024-06-30 |
| 3 | RHUMBLINE ADVISERS | 105,268 | $4.0M | 5.99% | 2025-12-31 |
| 4 | MITCHELL CAPITAL MANAGEMENT CO | 98,383 | $3.7M | 5.60% | 2025-12-31 |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 39,261 | $1.5M | 2.23% | 2025-12-31 |
| 6 | YOUSIF CAPITAL MANAGEMENT, LLC | 39,946 | $1.4M | 2.27% | 2025-12-31 |
| 7 | GAMMA Investing LLC | 15,407 | $585.9K | 0.87% | 2025-12-31 |
| 8 | Principal Street Partners, LLC | 9,296 | $325.6K | 0.52% | 2025-06-30 |
| 9 | Canopy Partners, LLC | 7,620 | $289.8K | 0.43% | 2025-12-31 |
| 10 | SVB WEALTH LLC | 7,779 | $231.0K | 0.44% | 2024-12-31 |
| 11 | HighPoint Advisor Group LLC | 5,656 | $215.1K | 0.32% | 2025-12-31 |
| 12 | SYSTM Wealth Solutions LLC | 4,346 | $199.6K | 0.24% | 2023-12-31 |
| 13 | PARADIGM ASSET MANAGEMENT CO LLC | 3,086 | $117.4K | 0.17% | 2025-12-31 |
| 14 | PNC Financial Services Group, Inc. | 3,002 | $114.2K | 0.17% | 2025-12-31 |
| 15 | NBC SECURITIES, INC. | 1,971 | $74.9K | 0.11% | 2025-12-31 |
| 16 | Salomon & Ludwin, LLC | 1,343 | $51.0K | 0.07% | 2025-12-31 |
| 17 | Westside Investment Management, Inc. | 1,228 | $46.7K | 0.06% | 2025-12-31 |
| 18 | Russell Investments Group, Ltd. | 720 | $33.0K | 0.04% | 2023-12-31 |
| 19 | Main Street Group, LTD | 900 | $32.2K | 0.05% | 2025-09-30 |
| 20 | First Horizon Advisors, Inc. | 590 | $20.7K | 0.03% | 2025-06-30 |
| 21 | Front Row Advisors LLC | 363 | $19.4K | 0.02% | 2024-06-30 |
| 22 | Signature Equity Partners, LLC | 431 | $16.4K | 0.02% | 2025-12-31 |
| 23 | Redwood Wealth Management Group, LLC | 200 | $10.7K | 0.01% | 2024-06-30 |
| 24 | Ancora Advisors, LLC | 249 | $9.5K | 0.01% | 2025-12-31 |
| 25 | Brooklyn Investment Group | 174 | $6.1K | 0.00% | 2025-06-30 |
| 26 | IMA Wealth, Inc. | 146 | $5.6K | 0.00% | 2025-12-31 |
| 27 | Wealth Preservation Advisors, LLC | 127 | $4.8K | 0.00% | 2025-12-31 |
| 28 | MERITAGE PORTFOLIO MANAGEMENT | 122,899 | $3.7K | 7.00% | 2024-09-30 |
| 29 | CI Private Wealth, LLC | 96 | $3.6K | 0.00% | 2025-12-31 |
| 30 | MOTCO | 30 | $1.6K | 0.00% | 2024-06-30 |
| 31 | Cornerstone Planning Group LLC | 33 | $1.5K | 0.00% | 2023-12-31 |
| 32 | SIT INVESTMENT ASSOCIATES INC | 17,384 | $609 | 0.99% | 2025-06-30 |
| 33 | Murphy & Mullick Capital Management Corp | 2 | $76 | 0.00% | 2025-12-31 |
| 34 | Financial Gravity Asset Management, Inc. | 1 | $38 | 0.00% | 2024-06-30 |
| 35 | HANTZ FINANCIAL SERVICES, INC. | 376 | $14 | 0.02% | 2025-12-31 |
| 36 | DIVIDEND ASSETS CAPITAL, LLC | 100 | $5 | 0.00% | 2023-12-31 |
| 37 | COMERICA BANK | 17,685 | $0 | 1.00% | 2023-09-30 |