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Insurance
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 20, 2026 |
N/A – Research Required Camilla Anderson
|
View | Value, Shipping, Private Equity, Insurance, Biotechnology | 096770.KS, BSRT.L, DAN.MI, HANA.L, HAUTO.OL, HVPE.L, NN.AS, NRO.PA, OCI.L, PIN.L, RCP.L, RTW.L, SBER.ME, SIBN.ME, STAN.L, VIG.VI, WALW.OL, WWI.OL, YAR.OL | Biotechnology, Discounts, Europe, insurance, NAV, private equity, shipping, value |
| 2025 Q4 | Mar 1, 2026 |
Berkshire Hathaway Todd Combs
|
View | Energy, Value, Quality, Insurance, Railroads | 8001.T, 8002.T, 8031.T, 8053.T, 8058.T, AAPL, AXP, KHC, KO, MCO, OXY | Capital Allocation, energy, Float, insurance, Quality, Railroads, Underwriting, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – All Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Insurance, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYSG, SSCC, SWKS, TRU, UNH | AI, Buybacks, insurance, Margin Of Safety, Quality, small caps, technology, value |
| 2025 Q4 | Mar 1, 2026 |
Markel Group Inc. Tom Gayner
|
View | Value, Capital Allocation, Insurance | - | Capital Allocation, Compounding, Culture, insurance, long-term, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Small Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Insurance | CBRE, CRM, CSGP, FISV, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, STLA, SW.PA, SWKS, TRU, UNH | AI, discount, insurance, Quality, small cap, value |
| 2025 Q4 | Mar 2, 2026 |
The Lion Fund, L.P. / The Lion Fund II, L.P. Sardar Biglari
|
View | Oil, Capital Allocation, Insurance, Restaurants | RACE, TSLA | Acquisitions, Capital Allocation, Decentralization, Holding Company, insurance, Oil & Gas, Restaurants, value creation |
| 2025 Q4 | Jan 1, 2026 |
MPD Partners Mirco Coccoli
|
View | Software, Insurance | ALV.DE, CS.PA, GENERALI.MI, MC.PA, ZAL.DE | insurance, portfolio, private equity, SME, software, Switzerland |
| 2025 Q3 | Oct 20, 2025 |
Appalaches Capital Jake Keys
|
View | Insurance | CSX, LRCX, PGR | Behavioral Finance, Concentration, Progressive Insurance, Scale Economies, Value Investing |