Altrinsic Global Advisors LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$2.8B
Holdings
43
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CB
CHUBB LTD SWITZ
Q3 2025: Increased +659.4% (637.7k → 4.84M shares)
13.8%
02
$TTE
TOTALENERGIES SE
Held since at least Q1 2024
10.2%
03
$EG
EVEREST GROUP LTD
Q3 2025: Increased +590.0% (461.9k → 3.19M shares)
9.1%
04
$AON
AON PLC
Q3 2025: Increased +675.9% (321.0k → 2.49M shares)
7.6%
05
$CHKP
CHECK POINT SOFTWARE TECH LT
Q3 2025: Increased +48.9% (1.88M → 2.80M shares)
7.1%
06
$MDT
MEDTRONIC PLC
Q3 2025: Increased +663.2% (1.21M → 9.23M shares)
7.0%
07
$AXS
AXIS CAP HLDGS LTD
Q3 2025: Increased +658.3% (883.9k → 6.70M shares)
6.4%
08
$WTW
WILLIS TOWERS WATSON PLC LTD
Q3 2025: Sold 1.5% (2.03M → 2.00M shares)
6.3%
09
$BP
BP PLC
Q3 2025: Sold 13.1% (15.10M → 13.13M shares)
6.3%
10
$HDB
HDFC BANK LTD
Q3 2025: Increased +110.7% (9.19M → 19.37M shares)
5.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.