Industry deep-dive

Insurance - Property & Casualty

Every super-investor and insider move tracked across 40 tickers in this industry.

Tickers

Combined value

$22.03B

Insider net (30d)

−$18.0M

Congress trades (30d)

Sector consensus moves

Latest portfolios · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	T. Rowe Price	$5.61B	37	0.6%	ALL PGR TRV
2	Norges Bank Norway SWF	$5.45B	19	0.6%	PGR TRV L
3	AQR Capital Management	$2.93B	38	1.5%	TRV PGR SIGI
4	Wellington Management	$1.96B	11	0.3%	PGR MKL AIZ
5	Ken Griffin Citadel Advisors	$1.03B	37	0.7%	L TRV PGR
6	Two Sigma Investments	$734M	35	1.1%	PGR TRV ALL
7	Ron Baron Baron Capital / BAMCO	$712M	3	1.9%	KNSL ASIC PGR
8	Izzy Englander Millennium Mgmt	$699M	39	0.5%	PGR AIZ ALL
9	Baillie Gifford & Co	$622M	3	0.5%	MKL LMND PGR
10	Tom Gayner Markel Group	$454M	6	3.6%	PGR RLI THG
11	D.E. Shaw & Co.	$452M	24	0.3%	PGR KMPR LMND
12	Renaissance Technologies	$433M	28	0.7%	MCY PGR MKL

#	Ticker	Company	Value
1	PGR	PROGRESSIVE CORP	$6.19B
2	ALL	ALLSTATE CORP	$3.66B
3	TRV	TRAVELERS COMPANIES INC	$2.15B
4	L	LOEWS CORP	$1.50B
5	MKL	MARKEL CORP	$1.11B
6	KNSL	KINSALE CAP GROUP INC	$871.4M
7	AIZ	ASSURANT INC	$688.5M
8	WRB	BERKLEY W R CORP	$642.4M
9	THG	HANOVER INS GROUP INC	$623.1M
10	ORI	OLD REP INTL CORP	$535.9M
11	LMND	LEMONADE INC	$510.3M
12	CINF	CINCINNATI FINL CORP	$491.2M
13	SIGI	SELECTIVE INS GROUP INC	$445.2M
14	KMPR	KEMPER CORP	$423.1M
15	RLI	RLI CORP	$370.3M
16	CNA	CNA FINL CORP	$263.8M
17	AFG	AMERICAN FINL GROUP INC OHIO	$238.6M
18	MCY	MERCURY GENL CORP NEW	$156.2M
19	HMN	HORACE MANN EDUCATORS CORP N	$148.4M
20	SKWD	SKYWARD SPECIALTY INS GROUP	$143.1M
21	STC	STEWART INFORMATION SVCS COR	$113.9M
22	PLMR	PALOMAR HLDGS INC	$91.1M
23	SLDE	SLIDE INS HLDGS INC	$76.7M
24	TRUP	TRUPANION INC	$62.0M