Edgar & Edgarette · Answers · 30 June 2026

How did insurers’ portfolios do last quarter?

Insurers’ stock books returned a median +10.0% from 31 March 2026 to 30 June 2026, against +14.65% for the S&P 500 fund; Travelers led at +27.4% and Loews trailed at +5.8%.

PortfolioTypeQuarterPriced
TravelersInsurers+27.4%100% of the book
Ameriprise FinancialInsurers+14.2%98% of the book
Prudential FinancialInsurers+13.0%99% of the book
AllstateInsurers+11.6%96% of the book
Cincinnati FinancialInsurers+10.2%96% of the book
MassMutualInsurers+9.7%100% of the book
MarkelInsurers+9.3%100% of the book
Berkshire HathawayInsurers+8.0%100% of the book
MetLifeInsurers+6.1%100% of the book
LoewsInsurers+5.8%99% of the book
Harvard Management CoEndowments & foundations+11.9%81% of the book
Gates Foundation TrustEndowments & foundations+11.4%100% of the book
Bridgewater AssociatesManagers+19.6%91% of the book
Renaissance TechnologiesManagers+11.6%88% of the book
Goldman SachsBanks+14.7%98% of the book
JPMorgan ChaseBanks+12.4%97% of the book
CalPERSPensions+15.0%99% of the book
CalSTRSPensions+15.0%99% of the book
New York State TeachersPensions+14.7%99% of the book
New York State CommonPensions+14.6%99% of the book
Kentucky TeachersPensions+14.1%99% of the book
Wisconsin Investment BoardPensions+13.9%99% of the book
Maryland State RetirementPensions+9.4%99% of the book

Each filer’s previous quarter stock book valued at this quarter’s prices, both from its own 13F filings (value ÷ shares). Group medians: insurers +10.0%, endowments & foundations +11.7%, managers +15.6%, banks +13.6%, pensions +14.6%. JSON

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Data & Disclosure Notice: Edgar and Edgarette are automated software. Every figure on this page is calculated by software from public filings made by companies and funds with the U.S. Securities and Exchange Commission (EDGAR) and is published without individual human review. The accuracy and completeness of those filings are the responsibility of the filers; reports can contain errors and can be amended. Figures are shown as filed and as of each filing's date, and this page may be corrected or updated without notice. Ranges, expected returns, rankings, boats and other measures are statistical descriptions of past filings, not ratings, price forecasts, company guidance or recommendations; past results do not guarantee future results. This is general information published for all readers, not advice tailored to any person's portfolio, needs or circumstances, and nothing here is financial, investment, actuarial, legal, tax or other professional advice. Actuaries and other professionals who use these figures remain responsible for reviewing them for reasonableness and consistency against the original filings and for disclosing their reliance on them. No company, fund or reinsurer pays to be included or ranked. Provided as is, without warranty of any kind. Not affiliated with or endorsed by the SEC or by any company, fund or reinsurer named. All trademarks remain the property of their owners.