Position in AII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$432,129
+$197,415 QoQ
Shares Held
22,949
+88.5% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 100 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AII Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HSBC HOLDINGS PLC holds $1,462,568,655 across 30 Insurance - Property & Casualty names. AII ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,418,642 | $309,902,340 | |
| 2 | CB |
Chubb Ltd
|
853,553 | $290,839,643 | |
| 3 | TRV |
Travelers Companies, Inc.
|
807,548 | $266,587,742 | |
| 4 | ALL |
Allstate Corp
|
905,537 | $215,463,471 | |
| 5 | CINF |
Cincinnati Financial Corp
|
537,417 | $99,497,381 | |
| 6 | WRB |
Berkley W R Corp
|
1,110,733 | $78,339,995 | |
| 7 | L |
Loews Corp
|
630,332 | $71,359,882 | |
| 8 | MKL |
Markel Group Inc.
|
33,966 | $66,335,934 |
All Filings in AII
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,129 | 22,949 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $234,714 | 12,174 | Shares | Defined | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||