Insurance Carriers - Investment Trends

This page shows the overall investment trends by institutions in companies categorized in this industry.

To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.

Period Owners Total Shares Percent Change
in Shares
Fair Market Value (USD) Percent Change
in Value
2188-Q2 1 8,155 -84.05 1,737,000 -12.45
2180-Q4 1 51,120 -100.00 1,984,000 -100.00
2025-Q2 5,856 13,544,851,987 2.30 1,792,420,571,504,000 -10.04
2025-Q1 5,911 13,240,953,711 -1.80 1,992,439,270,772,000 7.44
2024-Q4 5,894 13,483,452,461 1.44 1,854,481,037,783,000 -3.18
2024-Q3 5,407 13,292,470,118 -1.36 1,915,330,574,600,000 10.50
2024-Q2 5,372 13,476,032,302 -1.06 1,733,323,184,668,000 -1.76
2024-Q1 5,359 13,620,043,416 -0.11 1,764,301,825,452,000 8.68
2023-Q4 5,336 13,634,630,234 3.44 1,623,346,066,025,000 4.84
2023-Q3 4,974 13,181,232,202 -0.59 1,548,379,841,796,000 5.56
2023-Q2 4,953 13,259,166,717 -5.08 1,466,779,485,233,000 6.73
2023-Q1 4,936 13,968,653,733 0.44 1,374,258,069,319,000 -4.46
2022-Q4 4,970 13,907,798,176 -0.27 1,438,367,020,524,000 2,783.77
2022-Q3 4,739 13,945,969,905 -1.58 49,878,029,536,000 10.91
2022-Q2 4,737 14,170,082,772 -1.26 44,971,526,761,000 -8.93
2022-Q1 4,815 14,351,364,620 -1.35 49,383,048,049,000 110.57
2021-Q4 4,826 14,547,183,325 0.49 23,452,244,150,000 11.05
2021-Q3 4,310 14,476,281,042 -1.17 21,119,201,917,000 -2.97
2021-Q2 4,347 14,647,239,389 2.96 21,765,090,260,000 8.15
2021-Q1 4,320 14,225,858,051 2.78 20,125,619,459,000 25.80
2020-Q4 4,260 13,841,679,110 0.28 15,997,794,190,000 17.41
2020-Q3 3,905 13,802,398,539 -0.64 13,625,465,626,000 14.44
2020-Q2 3,862 13,891,492,028 0.22 11,906,043,555,000 8.48
2020-Q1 3,809 13,861,228,587 -0.29 10,975,313,836,000 -28.37
2019-Q4 3,897 13,902,062,277 1.70 15,323,001,110,000 18.59
2019-Q3 3,595 13,669,101,923 -1.00 12,921,388,100,000 4.05
2019-Q2 3,624 13,807,622,654 0.27 12,417,845,360,000 7.13
2019-Q1 3,621 13,769,808,951 -3.52 11,591,030,944,000 1.60
2018-Q4 3,613 14,271,981,134 0.72 11,408,930,566,000 -20.47
2018-Q3 3,390 14,170,433,619 -0.96 14,344,577,523,000 11.04
2018-Q2 3,401 14,308,507,726 0.70 12,918,476,481,000 -11.04
2018-Q1 3,417 14,209,482,420 1.72 14,522,235,846,000 15.12
2017-Q4 3,426 13,969,853,535 -0.07 12,614,384,379,000 12.82
2017-Q3 3,123 13,979,774,440 1.07 11,180,727,395,000 -1.24
2017-Q2 3,150 13,832,127,897 -1.08 11,321,461,417,000 9.39
2017-Q1 3,137 13,983,065,583 -1.43 10,349,425,980,000 146.58
2016-Q4 3,138 14,185,215,099 0.71 4,197,220,074,000 -16.13
2016-Q3 2,965 14,084,546,681 -2.85 5,004,170,428,000 10.45
2016-Q2 2,972 14,497,050,436 -3.28 4,530,886,898,000 -12.71
2016-Q1 2,989 14,988,584,670 -1.56 5,190,687,574,000 -29.30
2015-Q4 3,015 15,226,847,030 -1.84 7,341,431,336,000 73.04
2015-Q3 2,937 15,511,852,198 -0.53 4,242,717,238,000 -58.13
2015-Q2 2,985 15,594,262,558 -0.79 10,132,744,111,000 6.06
2015-Q1 2,934 15,718,986,781 0.00 9,554,069,562,000 0.00