DOSSIER · 13F-HR · Q1 2026

ALTRINSIC GLOBAL ADVISORS LLC

ALTRINSIC GLOBAL's holding co. based in Stamford, CT $2.8B in tracked AUM across 135 positions as of Q1 2026.

AG
ALTRINSIC GLOBAL·Stamford, CT·Holding Co.
CIK 0001167388 · last filed Mar 31, 2026
Total AUM
$2.8B
5.7%
vs prior
Holdings
135
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of ALTRINSIC GLOBAL ADVISORS LLC 13F Filing
Portfolio Overview

Altrinsic Global Advisors LLC manages a concentrated portfolio valued at approximately $2.19 billion as of September 30, 2025. The firm executed a significant reduction in portfolio size during the quarter, with total assets under management (AUM) declining by 20.8% from $2.76 billion in the previous quarter. This reduction was driven by active selling rather than just market depreciation, as the fund exi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
H1467J104
CHUBB LTD SWITZ
$386M1.2M13.8%
02
F92124100
TOTALENERGIES SE
$285M3.1M10.2%
03
G3223R108
EVEREST GROUP LTD
$254M778K9.1%
04
G0403H108
AON PLC
$213M661K7.6%
05
M22465104
CHECK POINT SOFTWARE TECH LT
$198M1.4M7.1%
06
G5960L103
MEDTRONIC PLC
$194M2.2M7.0%
07
G0692U109
AXIS CAP HLDGS LTD
$179M1.8M6.4%
08
G96629103
WILLIS TOWERS WATSON PLC LTD
$176M606K6.3%
09
BP
BP PLC
$175M3.7M6.3%
10
HDB
HDFC BANK LTD
$149M6.0M5.3%

Filing history

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