SPNT
SiriusPoint Ltd. · Financial Services · Insurance - Reinsurance
Señales de momentum (gestores comparables):
amplitud de titulares +12.5% ·
flujo de acciones +7.0% ·
nuevas posiciones netas +11.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | -2 | 68.77M | $1.65B | +6 | −8 |
| Q1 2026 | 87 | +3 | 66.16M | $1.43B | +9 | −6 |
| Q4 2025 | 84 | +2 | 73.94M | $1.62B | +3 | −1 |
| Q3 2025 | 14 | -1 | 38.52M | $696.75M | — | −2 |
| Q2 2025 | 14 | -2 | 41.18M | $839.65M | — | −2 |
| Q1 2025 | 13 | +4 | 18.21M | $314.95M | +4 | — |
| Q4 2024 | 9 | +1 | 17.51M | $287.08M | +1 | — |
| Q3 2024 | 7 | -2 | 12.67M | $181.73M | — | −2 |
| Q2 2024 | 9 | — | 14.30M | $174.44M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 10.69M | +8.5% | $175.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (pasivo) | 3.70M | — | $60.66M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 2.19M | -4.0% | $35.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 2.19M | -4.0% | $35.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 317.56K | +481.8% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 317.56K | +481.8% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 227.99K | +73.6% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 180.15K | -22.7% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 180.15K | -22.7% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 180.15K | -22.7% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 180.15K | -22.7% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Millennium Management ✦ | 120.02K | Nuevo | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 20 | Norges Bank ✦ (pasivo) | 56.27K | 0.0% | $922,314 | 0.0% | Held | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 24.75K | -56.1% | $405,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Millennium Management | $1.97M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 244 tenedores, 97.50M acciones, $2.06B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.