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5 Insurance Companies in Gurus' Portfolios

- By Tiziano Frateschi

According to the GuruFocus All-In-One Screener, the following insurance companies are popular among guru investors.


Eleven gurus have positions in Aflac Inc. (AFL). The company, which offers supplemental health insurance and life insurance, has a market cap of $35.83 billion. Its revenue of $21 billion has grown 0.5% over a five-year period.

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The stock is trading with a price-book ratio of 1.51. The current price of $46.67 is 0.87% below its 52-week high and 17.04% above its 52-week low. Over the last five years, it has returned a gain of 62%.

During the second quarter, Ray Dalio (Trades, Portfolio), Joel Greenblatt (Trades, Portfolio), Pioneer Investments (Trades, Portfolio) and legendary investor George Soros (Trades, Portfolio) increased their positions in the company.

Fourteen gurus have positions in Allstate Corp. (ALL). The company, which is engaged in the property-liability insurance business, has a market cap of $34.46 billion. Its revenue of $38 billion has increased 9.3% over the last five years.

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The stock is trading with a price-book ratio of 1.66. The current price of $100 is 5.53% below its 52-week high and 16.29% above its 52-week low. Over the last five years, it has returned a gain of 108%.

During the second quarter, Jeremy Grantham (Trades, Portfolio), Robert Bruce (Trades, Portfolio) and John Buckingham (Trades, Portfolio) increased their positions.

Twelve gurus are invested in Brighthouse Financial Inc. (BHF). The U.S. provider of life insurance and annuity products has a market cap of $4.96 billion. Its revenue of $6 billion has increased 80% over the last 12 months.

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The stock is trading with a price-book ratio of 0.37. The current price of $41 is 38.76% below its 52-week high and 5.43% above its 52-week low. Over the last five years, the price has declined 41%.

During the second quarter, Diamond Hill Capital (Trades, Portfolio), Dodge & Cox, David Einhorn (Trades, Portfolio) and the T Rowe Price Equity Income Fund (Trades, Portfolio) boosted their positions.

Thirteen gurus have positions in The Hartford Financial Services Group Inc. (HIG). The company provides insurance and financial services. It has a market cap of $17.92 billion. Its revenue of $16 billion has declined 0.7% per annum over the last five years.

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The stock is trading with a price-book ratio of 1.43. The current price of $50 is 15.54% below its 52-week high and 0.66% above its 52-week low. Over the last five years, the price has increased 69%.

During the second quarter, Andreas Halvorsen (Trades, Portfolio), Barrow, Hanley, Mewhinney & Strauss and Steven Cohen (Trades, Portfolio) increased their positions in the company.

Nine gurus are invested in Torchmark Corp. (TMK). The life and health insurance provider has a market cap of $9.96 billion. Its revenue of $4 billion has grown 7.8% over a five-year period.

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The stock is trading with a price-book ratio of 1.80. The current price of $88.42 is 5.53% below its 52-week high and 18.72% above its 52-week low. Over the last five years, the price has climbed 92%.

During the second quarter, Greenblatt and Pioneer Investments (Trades, Portfolio) increased their positions in the company.

Disclosure: I do not own any stocks mentioned in this article.

This article first appeared on GuruFocus.