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Portfolio (Quarterly) Guide ↗

SWISS RE LTD

· CIK 0001519921
13F Portfolio $16M AUM 239 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 1 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO S&P 500 EQUAL WEIGHT. 28,500.0 $5.5M 33.43% NEW $191.92 +5.0%
2 SUNB SUNBELT RENTALS HOLDINGS INC. Financial Services 206.0 $13K 0.08% NEW $62.65 +26.9%
3 VEA VANGUARD FTSE DEVELOPED ETF. 172.0 $11K 0.07% NEW $64.08 +7.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.5%
Financial Services 13.3%
Communication Services 12.2%
Industrials 9.5%
Consumer Cyclical 8.6%
Healthcare 8.1%
Consumer Defensive 4.4%
Basic Materials 2.0%
Utilities 1.6%
Real Estate 1.5%