Holdings
Select Insurance Portfolio
As of May 31, 2026, Select Insurance Portfolio reported 22 positions worth US$574M. Largest: Chubb Limited, Progressive Corporation (the) and Arthur J. Gallagher & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Chubb Limited | 249K | US$77.6M | −20,600 | May 31, 2026 |
| Progressive Corporation (the) | 273K | US$52.1M | −22,600 | May 31, 2026 |
| Arthur J. Gallagher & Co. | 215K | US$43.2M | −2,500 | May 31, 2026 |
| The Hartford Insurance Group, Inc. | 291K | US$37M | −24,400 | May 31, 2026 |
| Reinsurance Group Of America, Incorporated | 174K | US$35M | −20,600 | May 31, 2026 |
| The Travelers Companies, Inc. | 105K | US$30.6M | −8,600 | May 31, 2026 |
| American Financial Group, Inc. | 218K | US$28.3M | −22,800 | May 31, 2026 |
| Metlife, Inc. | 340K | US$28.1M | −66,500 | May 31, 2026 |
| Aon Plc | 86,100 | US$27.2M | −7,000 | May 31, 2026 |
| Arch Capital Group Ltd. | 300K | US$26.8M | −24,900 | May 31, 2026 |