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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
Page 12 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TSCO TRACTOR SUPPLY COMPANY. Consumer Cyclical 218.0 $10K 0.06% $45.30 -32.7%
222 EXR EXTRA SPACE STORAGE INC. Real Estate 74.0 $10K 0.06% $131.14 +8.4%
223 MKL MARKEL GROUP INC. Financial Services 5.0 $10K 0.06% $1914.00 -3.6%
224 RJF RAYMOND JAMES FINANCIAL INC. Financial Services 66.0 $10K 0.06% $144.79 +7.4%
225 ALL ALLSTATE CORP. Financial Services 46.0 $10K 0.06% $207.35 +4.8%
226 INGERSOLL-RAND INC. 118.0 $9K 0.06% $80.12
227 GM GENERAL MOTORS CO. Consumer Cyclical 125.0 $9K 0.06% $74.50 +4.4%
228 KMB KIMBERLY-CLARK CORP. Consumer Defensive 95.0 $9K 0.06% $96.47 +0.2%
229 SNOW SNOWFLAKE INC. Technology 60.0 $9K 0.06% $150.82 -0.0%
230 MCO MOODY'S CORP. Financial Services 19.0 $8K 0.05% $436.26 -0.8%
231 BR BROADRIDGE FINANCIAL SOLUTIO. Technology 51.0 $8K 0.05% $162.47 -10.4%
232 PRU PRUDENTIAL FINANCIAL INC. Financial Services 84.0 $8K 0.05% $97.69 +5.6%
233 HUM HUMANA INC. Healthcare 47.0 $8K 0.05% $173.38 +73.8%
234 OTIS OTIS WORLDWIDE CORP. Industrials 104.0 $8K 0.05% $77.08 -5.2%
235 DDOG DATADOG INC - CLASS A. Technology 62.0 $7K 0.04% $118.05 +71.8%
236 GIS GENERAL MILLS INC. Consumer Defensive 194.0 $7K 0.04% $37.22 -11.0%
237 CSGP COSTAR GROUP INC. Real Estate 162.0 $7K 0.04% $40.34 -21.0%
238 ZS ZSCALER INC. Technology 41.0 $6K 0.04% $140.29 +9.6%
239 PSTG EVERPURE INC-A. Technology 60.0 $4K 0.02% $59.03 +48.0%
Page 12 of 12  ·  239 positions

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%