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P&C Insurance
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 |
Davis Financial Fund Chris Davis
|
View | Valuations, Payments, Banking, Capital Markets, P&C Insurance | AXP, BAER.SW, BK, BRK-A, CB, COF, D05.SI, DIS, FI, FITB, JPM, MKL, PNC, RE, RKT, RNR, USB, WFC | Banking, capital, financials, insurance, regulation, returns, value |
| 2025 Q4 | Jan 12, 2026 |
SVN Capital Fund Shreekkanth Viswanathan
|
View | AI, India, Alternative Asset Managers, P&C Insurance, Space | 532978.NS, 533655.NS, COHR, HEI, KKR, KNSL, RML.PA | aerospace, AI, Alternative Asset Managers, Concentration, India, insurance, Quality, value |