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InsuranceWorld
🇬🇧 Financial Services Smart Portfolio.
397 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
34.6 instruments

Most Consistent Holdings

Top 5

avatarTRV
98.85%
avatarUNH
98.85%
avatarALV.DE
98.85%
avatarCS.PA
98.85%
avatarMET
98.85%

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
89.42%
Health Services
7.75%
Producer Manufacturing
0.53%

Top Countries

Top 5

🇺🇸United States
52.67%
🇨🇳China
11.94%
🇧🇲Bermuda
6.87%
🇨🇭Switzerland
5.91%
🇩🇪Germany
4.85%

Holdings over time

(Since March 25, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
The HartfordThe Hartford (HIG)
3.03%3.02%98.74%-
ProgressiveProgressive (PGR)
2.96%2.28%98.53%-
Arthur J. GallagherArthur J. Gallagher (AJG)
2.96%2.29%98.85%-
Arch CapitalArch Capital (ACGL)
2.92%2.46%98.85%-
CPICCPIC (2601.HK)
2.91%3.63%98.85%-
AllstateAllstate (ALL)
2.89%2.78%98.85%-
AllianzAllianz (ALV.DE)
2.88%3.18%98.85%-
AIGAIG (AIG)
2.86%2.67%98.85%-
TravelersTravelers (TRV)
2.85%3.08%98.85%-
Equitable HoldingsEquitable Holdings (EQH)
2.85%2.29%98.85%-
Marsh & McLennanMarsh & McLennan (MMC)
2.83%2.15%98.85%-
AflacAflac (AFL)
2.83%2.82%98.74%-
CignaCigna (CI)
2.79%2.34%98.85%-
ChubbChubb (CB)
2.77%2.63%98.85%-
AXAAXA (CS.PA)
2.76%2.85%98.85%-
AssurantAssurant (AIZ)
2.76%2.76%98.85%-
Willis Towers WatsonWillis Towers Watson (WTW)
2.75%2.75%98.85%-
RGARGA (RGA)
2.75%2.14%98.43%-
AonAon (AON)
2.72%2.44%98.85%-
MetLifeMetLife (MET)
2.71%2.37%98.85%-
Ping AnPing An (2318.HK)
2.69%3.44%98.85%-
EverestEverest (EG)
2.59%2.26%98.85%-
Elevance HealthElevance Health (ELV)
2.57%2.03%98.85%-
AIAAIA (1299.HK)
2.51%3.8%98.85%-
New China LifeNew China Life (01336.HK)
2.5%5.84%71.1%-
UnitedHealthUnitedHealth (UNH)
2.39%1.59%98.85%-
W. R. BerkleyW. R. Berkley (WRB.US)
2.14%3.3%71.2%-
CorebridgeCorebridge (CRBG)
2.11%2.44%71.1%-
PICCPICC (2328.HK)
2.02%0%66.7%1/7/2025
Munich ReMunich Re (MUV2.DE)
1.97%0%66.7%1/7/2025
Fidelity National FinancialFidelity National Financial (FNF)
1.86%0%66.7%1/7/2025
China Life (HK)China Life (HK) (2628.HK)
1.82%4.86%59.58%-
PrudentialPrudential (PRU)
1.82%2.27%71.2%-
Swiss ReSwiss Re (SREN.ZU)
1.64%2.87%59.69%-
PrudentialPrudential (PRU.L)
1.5%0%66.7%1/7/2025
RenaissanceReRenaissanceRe (RNR)
1.36%2.68%52.36%-
NN GroupNN Group (NN.NV)
1.14%0%39.06%1/7/2025
Globe LifeGlobe Life (GL)
0.96%3.01%32.04%-
UnumUnum (UNM)
0.89%2.67%32.15%-
Brown & BrownBrown & Brown (BRO)
0.87%1.96%32.15%-
QBEQBE (QBE.ASX)
0.79%0%27.54%12/27/2023
GeneraliGenerali (G.MI)
0.77%0%27.64%12/28/2023
Swiss LifeSwiss Life (SLHN.ZU)
0.76%0%27.64%12/28/2023
Zurich InsuranceZurich Insurance (ZURN.ZU)
0.73%0%27.64%12/28/2023
PentairPentair (PNR)
0.53%0%18.85%6/27/2024

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 & Instruments Over Time

Cash Exposure %

Number of Instruments