Wealth Preservation Advisors »

Zurich Insurance shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Zurich Insurance (ZURVY) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Zurich Insurance

Tip: Access up to 7 years of quarterly data

All positions including Zurich Insurance held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zurich Insurance by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8k 127 37.98

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding Zurich Insurance

Rhumbline Advisers
Mitchell Capital Management
Yousif Capital Management
Confluence Investment Management
GAMMA Investing
Canopy Partners
HighPoint Advisor
Paradigm Asset Management Company
Pnc Financial Services
Nbc Securities
Salomon & Ludwin
Westside Investment Management
Hantz Financial Services
Ancora Advisors
TrueNorth

View all funds holding Zurich Insurance