Overview
America's insurers in one fund — Progressive, Chubb and 70 other underwriters whose float earns more every time rates rise.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| PGR | Progressive | 13.5% |
| CB | Chubb | 12.8% |
| TRV | Travelers | 8.3% |
| ALL | Allstate | 6.4% |
| MET | MetLife | 4.6% |
| AFL | Aflac | 4.6% |
| PRU | Prudential Financial | 4.6% |
| AIG | AIG | 4.5% |
| HIG | Hartford | 3.9% |
| ACGL | Arch Capital | 3.7% |
Fund Details
Investment Thesis
Insurance is the stealth rate trade: premiums invested at 5% yields instead of 1% transform underwriting economics, and hard pricing markets have let insurers raise rates for years running. Steady compounders with a 2.6% yield, still priced like a boring sector.
Who It's For
Value investors wanting financial-sector exposure with less balance-sheet risk than banks and a direct benefit from higher yields.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | $66.60 | -- |
| 2018 | $57.72 | -13.3% |
| 2019 | $71.33 | +23.6% |
| 2020 | $67.50 | -5.4% |
| 2021 | $83.57 | +23.8% |
| 2022 | $91.40 | +9.4% |
| 2023 | $100.13 | +9.5% |
| 2024 | $126.47 | +26.3% |
| 2025 | $136.15 | +7.7% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | -- |
| 2019 | -- |
| 2020 | -- |
| 2021 | 1.21% |
| 2022 | 1.69% |
| 2023 | 1.44% |
| 2024 | 1.49% |
| 2025 | 1.69% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | -- | -- |
| 2023 | -- | -- |
| 2024 | -- | -- |
| 2025 | $0.4B | -- |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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