Gleason Group, Inc. ZURVY β€” ZURICH INSURANCE GROUP AG SPONSORED ADR (SWITZERLAND)

Ownership history in Gleason Group, Inc.  Β·  1 quarter on record

AI Ownership Summary

Gleason Group, Inc. reported ZURICH INSURANCE GROUP AG SPONSORED ADR (SWITZERLAND) (ZURVY) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows ZURVY at 0.00% 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 Gleason Group, Inc.'s position in ZURICH INSURANCE GROUP AG SPONSORED ADR (SWITZERLAND), 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 Q2

ZURVY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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.

How Gleason Group, Inc. held ZURVY β€” position size vs. price
% of Fund (quarterly)    ZURVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 94 β€” β€” 0.00% $3K 2026-07-13 $37.92

FAQ About Gleason Group, Inc. and ZURVY

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

How long has Gleason Group, Inc. reported owning ZURVY?

Gleason Group, Inc. reported ZURVY across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported ZURVY position in Gleason Group, Inc.'s portfolio?

The largest reported portfolio weight for ZURVY was 0.00% in 2026 Q2.

What is the latest reported ZURVY position on this page?

The most recent filing on this page is 2026 Q2, when Gleason Group, Inc. reported 94 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this ZURVY ownership page compare?

The chart compares Gleason Group, Inc.'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.

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