Institutions / Altrinsic Global Advisors LLC

Altrinsic Global Advisors LLC

CIK 1167388 · Institution · as of Mar 31, 2026
Portfolio value
$2.79B
Positions
43
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$2.79B+0.1%
$2.79B$2.79B$2.79BQ4 '25Q1 '26

Positions

43-2.3%
444443Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 43 →
CompanyClassValueShares% of portfolio
Chubb Ltd$385.81M1,183,70713.8%
TotalEnergies SE$284.89M3,056,00010.2%
Everest Group, Ltd.$254.25M777,8719.1%
Aon plc$213.27M660,7247.6%
Check Point Software Technologies Ltd$198.16M1,387,2027.1%
Medtronic plc$194.30M2,242,3747.0%
Axis Capital Holdings Ltd$179.35M1,768,5336.4%
Willis Towers Watson PLC$176.27M606,3546.3%
Bp PLC$174.84M3,719,9446.3%
Hdfc Bank LtdHDBADR$148.77M5,979,6955.3%
Agnico Eagle Mines Ltd$93.96M462,9033.4%
Mexican Economic Development IncFMXADR$91.64M825,1683.3%
Crh Public Ltd Co$72.55M690,1992.6%
Yum China Holdings, Inc.YUMCCommon Stock$34.47M706,5211.2%
Hanover Insurance Group, Inc.$22.57M130,2210.8%
Cisco Systems, Inc.$20.75M267,4490.7%
Crown Holdings, Inc.$16.81M167,6710.6%
Okta, Inc.$14.77M187,6910.5%
Trimble Inc.$13.47M206,5670.5%
Ppg Industries Inc$13.40M125,3770.5%
Atmus Filtration Technologies Inc.$13.33M234,7230.5%
RTX Corp$13.27M68,8180.5%
Intercontinental Exchange, Inc.$12.29M78,1450.4%
Acuity Inc$12.12M43,2610.4%
Genpact Ltd$11.74M315,1620.4%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewTotalEnergies SE
Common stock
$284.89M+3.1M
3,056,000
10.20% of portfolio
high
Q1 2026
as of
ExitICON plc
Common stock
$-92.54M-508K
-100.00%
0
high
Q1 2026
as of
TrimChubb Ltd
Common stock
$-41.79M-128K
-9.77%
1,183,707
13.81% of portfolio
medium
Q1 2026
as of
AddCheck Point Software Technologies Ltd
Common stock
$39.01M+273K
+24.51%
1,387,202
7.10% of portfolio
medium
Q1 2026
as of
Trim008474108
Common stock
$-35.16M-173K
-27.23%
462,903
3.36% of portfolio
medium
Q1 2026
as of
AddWillis Towers Watson PLC
Common stock
$28.93M+100K
+19.64%
606,354
6.31% of portfolio
medium
Q1 2026
as of
TrimEverest Group, Ltd.
Common stock
$-28.56M-87K
-10.10%
777,871
9.10% of portfolio
medium
Q1 2026
as of
AddHDB
Hdfc Bank Ltd
ADR
$22.07M+887K
+17.42%
5,979,695
5.33% of portfolio
medium
Q1 2026
as of
TrimMedtronic plc
Common stock
$-20.95M-242K
-9.73%
2,242,374
6.96% of portfolio
medium
Q1 2026
as of
Trim055622104
Common stock
$-18.09M-385K
-9.38%
3,719,944
6.26% of portfolio
medium