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
Most sold
Tracked managers trimmed or exited
Biggest insurance - specialty books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | AQR Capital Management | $841M |
| 2 | Norges Bank Norway SWF | $507M |
| 3 | First Eagle Investment Management | $366M |
| 4 | Ken Griffin Citadel Advisors | $352M |
| 5 | John Rogers Ariel Investments | $241M |
| 6 | Two Sigma Investments | $139M |
| 7 | Izzy Englander Millennium Mgmt | $127M |
| 8 | Wellington Management | $119M |
| 9 | D.E. Shaw & Co. | $69M |
| 10 | Steve Cohen Point72 | $67M |
| 11 | Paul Tudor Jones Tudor Investment | $61M |
| 12 | Tom Gayner Markel Group | $53M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | FNF | FIDELITY NATIONAL FINANCIAL | $996.0M |
| 2 | FAF | FIRST AMERN FINL CORP | $636.8M |
| 3 | MTG | MGIC INVT CORP WIS | $553.6M |
| 4 | RDN | RADIAN GROUP INC | $345.1M |
| 5 | RYAN | RYAN SPECIALTY GROUP HLDGS I | $173.0M |
| 6 | NMIH | NMI HLDGS INC | $157.2M |
| 7 | ITIC | INVESTORS TITLE CO NC | $66.0M |
| 8 | ACT | ENACT HLDGS INC | $53.1M |
| 9 | AMSF | AMERISAFE INC | $37.2M |
| 10 | EIG | EMPLOYERS HLDGS INC | $33.9M |
| 11 | TIPT | TIPTREE INC | $23.8M |
| 12 | OSG | AMBAC FINL GROUP INC | $8.0M |
| 13 | MBI | MBIA INC | $6.0M |