Salomon & Ludwin, LLC ZURVY ZURICH INSURANCE GROUP F

Ownership history in Salomon & Ludwin, LLC  ·  7 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported ZURICH INSURANCE GROUP F (ZURVY) in 7 quarterly 13F filings from 2023 Q4 through 2026 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZURVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in ZURICH INSURANCE GROUP F, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Salomon & Ludwin, 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,155 -188 -14.0% 0.00% $41K 2026-05-11 $35.07
2025 Q4 ADDED 1,343 +491 +57.6% 0.00% $51K 2026-01-28 $33.48
2025 Q3 ADDED 852 +819 +2481.8% 0.00% $31K 2025-10-21 $33.36
2025 Q2 REDUCED 74.6% +1.3% 33 -97 -74.6% 0.00% $1K 2025-07-29 $32.81
2024 Q1 UNCHANGED 130 0% 0.00% $7K 2024-05-02 $21.85
2023 Q4 UNCHANGED 130 0% 0.00% $6K 2024-02-07 $21.52
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, 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 Salomon & Ludwin, LLC reported owning ZURVY?

Salomon & Ludwin, LLC reported ZURVY across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ZURVY position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for ZURVY was 0.00% in 2025 Q4.

What is the latest reported ZURVY position on this page?

The most recent filing on this page is 2026 Q1, when Salomon & Ludwin, LLC reported 1,155 shares, equal to 0.00% of portfolio, with an estimated market value of $41K.

What does the chart on this ZURVY ownership page compare?

The chart compares Salomon & Ludwin, 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 Salomon & Ludwin, LLC time their ZURVY position?

Based on 13F filing dates vs. subsequent ZURVY price moves, Salomon & Ludwin, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ZURVY relative to SPY over the holding period was -4.0%.

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