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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  4. Insurance - Specialty
All industries·Financial Services
Industry deep-dive

Insurance - Specialty

Every super-investor and insider move tracked across 13 tickers in this industry.

Tickers
13
Combined value
$3.09B
Insider net (30d)
−$70K
Congress trades (30d)
0

Sector consensus moves

Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
  • FNF$327M
    Norges Bank (Norway SWF)AQR Capital ManagementSteve Cohen (Point72)+5
    FIDELITY NATIONAL FINANCIAL
  • MTG$230M
    Norges Bank (Norway SWF)AQR Capital ManagementPaul Tudor Jones (Tudor Investment)+5
    MGIC INVT CORP WIS
  • FAF$156M
    Norges Bank (Norway SWF)AQR Capital ManagementKen Griffin (Citadel Advisors)+6
    FIRST AMERN FINL CORP
  • RDN$100M
    Norges Bank (Norway SWF)Steve Cohen (Point72)Two Sigma Investments+4
    RADIAN GROUP INC
  • RYAN$98M
    Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)Izzy Englander (Millennium Mgmt)+4
    RYAN SPECIALTY GROUP HLDGS I
  • NMIH$41M
    Paul Tudor Jones (Tudor Investment)Steve Cohen (Point72)AQR Capital Management+5
    NMI HLDGS INC
  • ACT$20M
    Norges Bank (Norway SWF)Two Sigma InvestmentsAQR Capital Management+1
    ENACT HLDGS INC
  • TIPT$12M
    Izzy Englander (Millennium Mgmt)Steve Cohen (Point72)AQR Capital Management+4
    TIPTREE INC
Most sold
Tracked managers trimmed or exited
  • RYAN$110M
    Andreas Halvorsen (Viking Global)Ray Dalio (Bridgewater Associates)
    RYAN SPECIALTY GROUP HLDGS I
  • RDN$51M
    Ken Griffin (Citadel Advisors)Izzy Englander (Millennium Mgmt)D.E. Shaw & Co.+4
    RADIAN GROUP INC
  • MTG$34M
    D.E. Shaw & Co.Izzy Englander (Millennium Mgmt)Jeremy Grantham (GMO)+1
    MGIC INVT CORP WIS
  • FAF$24M
    Renaissance TechnologiesTwo Sigma InvestmentsIzzy Englander (Millennium Mgmt)+2
    FIRST AMERN FINL CORP
  • NMIH$21M
    Izzy Englander (Millennium Mgmt)Renaissance TechnologiesJeremy Grantham (GMO)+1
    NMI HLDGS INC
  • FNF$12M
    Two Sigma InvestmentsIzzy Englander (Millennium Mgmt)D.E. Shaw & Co.+3
    FIDELITY NATIONAL FINANCIAL
  • ACT$11M
    Renaissance TechnologiesKen Griffin (Citadel Advisors)Izzy Englander (Millennium Mgmt)+4
    ENACT HLDGS INC
  • EIG$11M
    Renaissance TechnologiesIzzy Englander (Millennium Mgmt)AQR Capital Management+2
    EMPLOYERS HLDGS INC

Biggest insurance - specialty books

Top 12 super-investors · 2025Q4
#ManagerSector valuePositions% of bookTop picks
1AQR Capital Management
$841M
130.4%
FNFMTGFAF
2Norges Bank
Norway SWF
$507M
90.1%
FNFMTGRDN
3First Eagle Investment Management
$366M
40.6%
FNFMTGNMIH
4Ken Griffin
Citadel Advisors
$352M
120.2%
RDNFAFRYAN
5John Rogers
Ariel Investments
$241M
12.6%
FAF
6Two Sigma Investments
$139M
120.2%
RDNFNFFAF
7Izzy Englander
Millennium Mgmt
$127M
130.1%
RDNNMIHRYAN
8Wellington Management
$119M
30.0%
FAFRDNMTG
9D.E. Shaw & Co.
$69M
110.1%
NMIHRDNMTG
10Steve Cohen
Point72
$67M
80.1%
FNFFAFRDN
11Paul Tudor Jones
Tudor Investment
$61M
90.3%
MTGNMIHFNF
12Tom Gayner
Markel Group
$53M
10.4%
ITIC

Constituent tickers

#TickerCompanyValue
1FNFFIDELITY NATIONAL FINANCIAL$996.0M
2FAFFIRST AMERN FINL CORP$636.8M
3MTGMGIC INVT CORP WIS$553.6M
4RDNRADIAN GROUP INC$345.1M
5RYANRYAN SPECIALTY GROUP HLDGS I$173.0M
6NMIHNMI HLDGS INC$157.2M
7ITICINVESTORS TITLE CO NC$66.0M
8ACTENACT HLDGS INC$53.1M
9AMSFAMERISAFE INC$37.2M
10EIGEMPLOYERS HLDGS INC$33.9M
11TIPTTIPTREE INC$23.8M
12OSGAMBAC FINL GROUP INC$8.0M
13MBIMBIA INC$6.0M