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Portfolio Diversification
Range
Most Diversified
35 instruments
April 4, 2023
Least Diversified
0 instruments
March 25, 2023
Average
34.3 instruments
Most Consistent Holdings
Top 5
TRV98.03%
UNH98.03%
MET.US98.03%
AIG98.03%
ALL98.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 25, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 The Hartford (HIG) | 2.95% | 2.62% | 97.95% | - |
| Travelers (TRV) | 2.92% | 3.66% | 98.03% | - |
| Allstate (ALL) | 2.91% | 3.31% | 98.03% | - |
 Arch Capital (ACGL) | 2.87% | 3.02% | 98.03% | - |
 Progressive (PGR) | 2.84% | 2.71% | 97.72% | - |
 CPIC (2601.HK) | 2.82% | 2.1% | 98.03% | - |
 Arthur J. Gallagher (AJG) | 2.81% | 2.89% | 98.03% | - |
 Chubb (CB) | 2.81% | 3.14% | 98.03% | - |
 Assurant (AIZ) | 2.8% | 3.46% | 98.03% | - |
 Equitable Holdings (EQH) | 2.78% | 2.95% | 98.03% | - |
 Cigna (CI) | 2.78% | 2.87% | 98.03% | - |
 AXA (CS.PA) | 2.77% | 2.89% | 97.95% | - |
| AIG (AIG) | 2.76% | 2.44% | 98.03% | - |
 Marsh & McLennan (MRSH) | 2.75% | 2.94% | 98.03% | - |
| MetLife (MET.US) | 2.75% | 3.32% | 98.03% | - |
 Willis Towers Watson (WTW) | 2.68% | 2.66% | 98.03% | - |
 Ping An (2318.HK) | 2.67% | 2.16% | 98.03% | - |
 Aon (AON) | 2.66% | 2.53% | 98.03% | - |
 Elevance Health (ELV) | 2.64% | 3.3% | 97.95% | - |
 Everest (EG) | 2.64% | 3.28% | 98.03% | - |
 New China Life (01336.HK) | 2.6% | 1.94% | 77.92% | - |
 AIA (1299.HK) | 2.58% | 2.57% | 98.03% | - |
| UnitedHealth (UNH) | 2.52% | 3.23% | 98.03% | - |
 W. R. Berkley (WRB.US) | 2.31% | 2.88% | 78% | - |
 Corebridge (CRBG) | 2.26% | 3.03% | 77.85% | - |
 Allianz (ALV.DE) | 2.2% | 0% | 74.96% | 12/29/2025 |
 China Life (HK) (2628.HK) | 2.17% | 2.41% | 69.5% | - |
 Aflac (AFL) | 2.14% | 0% | 74.89% | 12/29/2025 |
 RGA (RGA) | 2.06% | 0% | 74.58% | 12/29/2025 |
 RenaissanceRe (RNR) | 1.81% | 3.31% | 64.34% | - |
 Globe Life (GL) | 1.54% | 3.01% | 49.62% | - |
 PICC (2328.HK) | 1.46% | 0% | 48.33% | 1/7/2025 |
 Unum (UNM) | 1.44% | 2.65% | 49.7% | - |
 Munich Re (MUV2.DE) | 1.43% | 0% | 48.33% | 1/7/2025 |
 Prudential (PRU) | 1.4% | 0% | 54.93% | 12/29/2025 |
 Fidelity National Financial (FNF) | 1.35% | 0% | 48.33% | 1/7/2025 |
 Swiss Re (SREN.ZU) | 1.28% | 0% | 46.59% | 12/29/2025 |
 Brown & Brown (BRO) | 1.25% | 2.39% | 49.7% | - |
 Prudential (PRU.L) | 1.08% | 0% | 48.33% | 1/7/2025 |
 NN Group (NN.NV) | 0.82% | 0% | 28.3% | 1/7/2025 |
 Palomar Holdings (PLMR) | 0.63% | 3.11% | 23.07% | - |
 AXIS Capital (AXS.US) | 0.62% | 2.62% | 22.91% | - |
 Kinsale (KNSL) | 0.6% | 2.61% | 23.07% | - |
 QBE (QBE.ASX) | 0.57% | 0% | 19.95% | 12/27/2023 |
 Generali (G.MI) | 0.56% | 0% | 20.03% | 12/28/2023 |
 Swiss Life (SLHN.ZU) | 0.55% | 0% | 20.03% | 12/28/2023 |
 Zurich Insurance (ZURN.ZU) | 0.53% | 0% | 20.03% | 12/28/2023 |
 Ryan Specialty Group (RYAN) | 0.51% | 2.48% | 22.91% | - |
 ZhongAn (06060.HK) | 0.5% | 1.63% | 22.99% | - |
 Pentair (PNR) | 0.38% | 0% | 13.66% | 6/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Assurant (AIZ) | 1.85% | 2.89% |
| Everest (EG) | 3.78% | 2.88% |
| Progressive (PGR) | 2.53% | 2.88% |
| Elevance Health (ELV) | 4.3% | 2.88% |
| Allstate (ALL) | 2.03% | 2.87% |
| UnitedHealth (UNH) | 4.55% | 2.87% |
| Palomar Holdings (PLMR) | 3.59% | 2.86% |
| Arch Capital (ACGL) | 2.68% | 2.86% |
| The Hartford (HIG) | 1.81% | 2.86% |
| RenaissanceRe (RNR) | 2.91% | 2.85% |
| Corebridge (CRBG) | 2.76% | 2.85% |
| Globe Life (GL) | 2.86% | 2.85% |
| Chubb (CB) | 2.3% | 2.85% |
| Cigna (CI) | 3.46% | 2.85% |
| AIG (AIG) | 2.23% | 2.85% |
| AXA (CS.PA) | 2.43% | 2.85% |
| Travelers (TRV) | 2.12% | 2.85% |
| W. R. Berkley (WRB.US) | 2.39% | 2.84% |
| Ryan Specialty Group (RYAN) | 3.59% | 2.84% |
| CPIC (2601.HK) | 1.84% | 2.84% |
| Unum (UNM) | 3.4% | 2.84% |
| Kinsale (KNSL) | 3.59% | 2.83% |
| Equitable Holdings (EQH) | 2.18% | 2.83% |
| Aon (AON) | 3.2% | 2.83% |
| Marsh & McLennan (MRSH) | 3.32% | 2.83% |
| MetLife (MET.US) | 2.8% | 2.83% |
| Willis Towers Watson (WTW) | 2.55% | 2.82% |
| New China Life (01336.HK) | 0.99% | 2.82% |
| Ping An (2318.HK) | 2.37% | 2.82% |
| Arthur J. Gallagher (AJG) | 2.8% | 2.82% |
| AXIS Capital (AXS.US) | 3.59% | 2.81% |
| Brown & Brown (BRO) | 4.21% | 2.81% |
| ZhongAn (06060.HK) | 3.59% | 2.8% |
| AIA (1299.HK) | 2.92% | 2.79% |
| China Life (HK) (2628.HK) | 1.79% | 2.79% |
Cash & Instruments Over Time
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