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Portfolio (Quarterly) Guide ↗

SWISS RE LTD

· CIK 0001519921
13F Portfolio $1.1B AUM 238 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 189 Added 50 Exited
Page 11 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EW EDWARDS LIFESCIENCES CORP. Healthcare 1,346.0 $122K 0.01% NEW $90.46 +2.0%
202 APOS APOLLO GLOBAL MANAGEMENT INC. Financial Services 1,015.0 $120K 0.01% +903.0 +806.2% $118.31 -78.4%
203 LHX L3HARRIS TECHNOLOGIES, INC. Industrials 412.0 $120K 0.01% NEW $290.59 -4.6%
204 WBD WARNER BROS DISCOVERY INC. Communication Services 4,478.0 $119K 0.01% +4K +401.5% $26.66 +7.0%
205 INTU INTUIT INC. Technology 455.0 $119K 0.01% NEW $261.00 +38.9%
206 AZO AUTOZONE INC. Consumer Cyclical 37.0 $118K 0.01% NEW $3195.95 -3.7%
207 MLM MARTIN MARIETTA MATERIALS INC. Basic Materials 204.0 $118K 0.01% NEW $576.70 -7.1%
208 BSX BOSTON SCIENTIFIC CORP. Healthcare 2,748.0 $117K 0.01% +2K +906.6% $42.68 +21.9%
209 BMY BRISTOL-MYERS SQUIBB CO. Healthcare 2,029.0 $117K 0.01% +2K +331.7% $57.62 +17.3%
210 EBAY EBAY INC. Consumer Cyclical 1,045.0 $117K 0.01% +868.0 +490.4% $111.75 -8.2%
211 ADSK AUTODESK INC. Technology 594.0 $115K 0.01% +487.0 +455.1% $194.42 +29.3%
212 MSCI MSCI INC. Financial Services 206.0 $115K 0.01% NEW $560.04 +0.9%
213 BLOCK INC. 1,507.0 $115K 0.01% +1K +621.0% $76.00
214 MMM 3M CO. Industrials 698.0 $113K 0.01% +615.0 +741.0% $161.91 +11.6%
215 CEG CONSTELLATION ENERGY CORP. Utilities 453.0 $113K 0.01% +398.0 +723.6% $248.37 +10.4%
216 WCN WASTE CONNECTIONS, INC. Industrials 673.0 $112K 0.01% NEW $166.61 +1.3%
217 AMP AMERIPRISE FINANCIAL INC. Financial Services 244.0 $112K 0.01% +220.0 +916.7% $458.76 +22.0%
218 CVNA CARVANA CO. Consumer Cyclical 1,697.0 $112K 0.01% NEW $65.82 +7.0%
219 OXY OCCIDENTAL PETROLEUM CORP. Energy 2,299.0 $112K 0.01% NEW $48.57 +23.7%
220 BDX BECTON DICKINSON AND CO. Healthcare 725.0 $110K 0.01% +655.0 +935.7% $151.33 +24.0%
Page 11 of 12  ·  237 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 40.9%
Financial Services 11.7%
Communication Services 11.2%
Consumer Cyclical 9.3%
Healthcare 8.4%
Industrials 7.9%
Consumer Defensive 4.2%
Basic Materials 1.8%
Real Estate 1.8%
Utilities 1.7%