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InsuranceWorld
🇬🇧 Financial Services Smart Portfolio.
468 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
March 25, 2023
Lowest Cash
April 4, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
April 4, 2023
Least Diversified
0 instruments
March 25, 2023
Average
34.5 instruments

Most Consistent Holdings

Top 5

avatarTRV
98.64%
avatarUNH
98.64%
avatarALV.DE
98.64%
avatarCS.PA
98.64%
avatarMET
98.64%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
April 4, 2023
Lowest Exposure
March 25, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
88.94%
Health Services
7.99%
Producer Manufacturing
0.69%

Top Countries

Top 5

🇺🇸United States
51.78%
🇨🇳China
11.13%
🇧🇲Bermuda
6.71%
🇨🇭Switzerland
6.06%
🇬🇧United Kingdom
5.38%

Number of Instruments

Holdings over time

(Since March 25, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
The HartfordThe Hartford (HIG)
3.05%2.9%98.64%-
ProgressiveProgressive (PGR)
3.05%2.97%98.64%-
Arch CapitalArch Capital (ACGL)
3.03%2.67%98.64%-
Arthur J. GallagherArthur J. Gallagher (AJG)
2.98%3.16%98.64%-
AllstateAllstate (ALL)
2.92%2.82%98.64%-
RGARGA (RGA)
2.91%2.31%98.64%-
Marsh & McLennanMarsh & McLennan (MMC)
2.9%2.95%98.64%-
Equitable HoldingsEquitable Holdings (EQH)
2.89%2.84%98.64%-
AflacAflac (AFL)
2.87%2.81%98.64%-
AIGAIG (AIG)
2.85%3.07%98.64%-
AssurantAssurant (AIZ)
2.83%2.59%98.64%-
CPICCPIC (2601.HK)
2.82%2.79%98.64%-
ChubbChubb (CB)
2.82%2.77%98.64%-
TravelersTravelers (TRV)
2.82%2.9%98.64%-
MetLifeMetLife (MET)
2.79%2.54%98.64%-
AllianzAllianz (ALV.DE)
2.79%3.12%98.64%-
CignaCigna (CI)
2.78%3.03%98.64%-
AonAon (AON)
2.76%2.82%98.64%-
Willis Towers WatsonWillis Towers Watson (WTW)
2.74%2.9%98.64%-
AXAAXA (CS.PA)
2.66%3.01%98.64%-
EverestEverest (EG)
2.65%2.53%98.64%-
PICCPICC (2328.HK)
2.63%0%86.9%1/7/2025
Elevance HealthElevance Health (ELV)
2.62%2.89%98.64%-
Ping AnPing An (2318.HK)
2.59%2.78%98.64%-
UnitedHealthUnitedHealth (UNH)
2.59%2.61%98.64%-
Munich ReMunich Re (MUV2.DE)
2.57%0%86.9%1/7/2025
Fidelity National FinancialFidelity National Financial (FNF)
2.42%0%86.9%1/7/2025
AIAAIA (1299.HK)
2.29%2.83%98.64%-
PrudentialPrudential (PRU.L)
1.95%0%86.9%1/7/2025
CorebridgeCorebridge (CRBG)
1.94%2.59%62.62%-
W. R. BerkleyW. R. Berkley (WRB.US)
1.82%3.06%62.62%-
New China LifeNew China Life (01336.HK)
1.81%3.68%62.48%-
PrudentialPrudential (PRU)
1.7%2.4%62.62%-
NN GroupNN Group (NN.NV)
1.48%0%50.89%1/7/2025
Swiss ReSwiss Re (SREN.ZU)
1.3%2.89%47.61%-
China Life (HK)China Life (HK) (2628.HK)
1.27%2.86%47.61%-
QBEQBE (QBE.ASX)
1.03%0%35.88%12/27/2023
RenaissanceReRenaissanceRe (RNR)
1.02%2.51%38.06%-
GeneraliGenerali (G.MI)
1%0%36.02%12/28/2023
Swiss LifeSwiss Life (SLHN.ZU)
0.99%0%36.02%12/28/2023
Zurich InsuranceZurich Insurance (ZURN.ZU)
0.95%0%36.02%12/28/2023
PentairPentair (PNR)
0.69%0%24.56%6/27/2024
Brown & BrownBrown & Brown (BRO)
0.35%3.12%11.73%-
Globe LifeGlobe Life (GL)
0.35%3.03%11.73%-
UnumUnum (UNM)
0.34%2.89%11.73%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
CPICCPIC (2601.HK)
3.65%3.73%
New China LifeNew China Life (01336.HK)
2.94%3.54%
ProgressiveProgressive (PGR)
2.69%3.5%
The HartfordThe Hartford (HIG)
2.69%3.28%
Equitable HoldingsEquitable Holdings (EQH)
2.22%3.22%
PICCPICC (2328.HK)
2.69%3.2%
AllstateAllstate (ALL)
2.4%3.18%
CorebridgeCorebridge (CRBG)
2.94%3.14%
RGARGA (RGA)
2.47%3.03%
Willis Towers WatsonWillis Towers Watson (WTW)
2.86%2.99%
Ping AnPing An (2318.HK)
3.79%2.99%
MetLifeMetLife (MET)
2.69%2.94%
TravelersTravelers (TRV)
2.69%2.94%
AssurantAssurant (AIZ)
2.11%2.92%
Arthur J. GallagherArthur J. Gallagher (AJG)
2.51%2.9%
AflacAflac (AFL)
2.32%2.88%
Munich ReMunich Re (MUV2.DE)
2.51%2.88%
W. R. BerkleyW. R. Berkley (WRB.US)
2.94%2.85%
AonAon (AON)
3.16%2.84%
Arch CapitalArch Capital (ACGL)
2.69%2.83%
AllianzAllianz (ALV.DE)
2.69%2.83%
ChubbChubb (CB)
2.56%2.82%
NN GroupNN Group (NN.NV)
2.94%2.67%
Marsh & McLennanMarsh & McLennan (MMC)
2.69%2.67%
RenaissanceReRenaissanceRe (RNR)
3.06%2.65%
PrudentialPrudential (PRU)
2.94%2.6%
AXAAXA (CS.PA)
2.69%2.54%
Fidelity National FinancialFidelity National Financial (FNF)
2.01%2.51%
AIGAIG (AIG)
2.19%2.46%
EverestEverest (EG)
3%2.36%
UnitedHealthUnitedHealth (UNH)
2.69%2.18%
CignaCigna (CI)
2.54%2.1%
AIAAIA (1299.HK)
3.42%1.89%
Elevance HealthElevance Health (ELV)
2.93%1.8%
PrudentialPrudential (PRU.L)
3.52%1.69%

Cash Exposure Over Time

Cash Exposure % Over Time