Canopy Partners, LLC ZURVY — Zurich Insurance Group F Sponsored ADR

Ownership history in Canopy Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Canopy Partners, LLC reported Zurich Insurance Group F Sponsored ADR (ZURVY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows ZURVY at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZURVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Canopy Partners, LLC's position in Zurich Insurance Group F Sponsored ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZURVY was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZURVY stock page Canopy Partners, LLC fund profile Canopy Partners, LLC full holdings
How Canopy Partners, LLC held ZURVY — position size vs. price
% of Fund (quarterly)    ZURVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,580 -40 -0.5% 0.09% $269K 2026-05-11 $35.07
2025 Q4 ADDED — — — 7,620 +160 +2.1% 0.09% $290K 2026-02-12 $33.97
2025 Q3 UNCHANGED — — — 7,460 — 0% 0.09% $267K 2025-10-30 $33.66
2025 Q2 UNCHANGED — — — 7,460 — 0% 0.10% $261K 2025-07-23 $33.74
2025 Q1 REDUCED — — — 7,460 -100 -1.3% 0.10% $260K 2025-05-07 $34.16
2024 Q4 REDUCED — — — 7,560 -60 -0.8% 0.09% $224K 2025-02-13 $28.38
2024 Q3 ADDED — — — 7,620 +3,830 +101.1% 0.10% $230K 2024-11-12 $26.33
2024 Q2 REDUCED — — — 3,790 -120 -3.1% 0.09% $202K 2024-08-09 $24.13
2024 Q1 INITIATED — — — 3,910 — — 0.10% $212K 2024-05-15 $22.61

🏢 Other funds also holding ZURVY

As of 2026 Q1 — sorted by position size

MITCHELL CAPITAL MANAGEMENT CO 3Y 7Y 0.63% GAMMA Investing LLC 0.03% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02% PARADIGM ASSET MANAGEMENT CO LLC 3Y 7Y 0.02% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.02% Main Street Group, LTD 0.01% Westside Investment Management, Inc. 3Y 7Y 0.01% NBC SECURITIES, INC. 0.01% Salomon & Ludwin, LLC 3Y 7Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0%

FAQ About Canopy Partners, LLC and ZURVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Canopy Partners, LLC reported owning ZURVY?

Canopy Partners, LLC reported ZURVY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ZURVY position in Canopy Partners, LLC's portfolio?

The largest reported portfolio weight for ZURVY was 0.10% in 2024 Q1.

What is the latest reported ZURVY position on this page?

The most recent filing on this page is 2026 Q1, when Canopy Partners, LLC reported 7,580 shares, equal to 0.09% of portfolio, with an estimated market value of $269K.

What does the chart on this ZURVY ownership page compare?

The chart compares Canopy Partners, LLC's quarterly ZURVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Canopy Partners, LLC time their ZURVY position?

Based on 13F filing dates vs. subsequent ZURVY price moves, Canopy Partners, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ZURVY relative to SPY over the holding period was +4.2%.

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