Why it matters
Life, P&C, specialty insurers and brokers. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.
Life, P&C, specialty insurers and brokers.
Insurers earn on underwriting discipline and the investment income on their float. This collection spans life, property & casualty, specialty and reinsurance names plus the brokers, ranked by market cap.
Life, P&C, specialty insurers and brokers. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.
Compare pricing power, repeat demand, margins, regulatory risk and the sensitivity of each company to interest rates or consumer weakness.
A theme can hide very different risk profiles: biotech, insurers, online retail and property all respond to different drivers.
Showing the 40 largest of 250 — sort or filter to explore the rest.
Life, P&C, specialty insurers and brokers. It currently holds 250 stocks, each rated by Openbook's Reward and Risk scores. Insurers earn on underwriting discipline and the investment income on their float.
Constituents are chosen by a rules-based screen over the full UK and US common-stock universe, then ranked by market capitalisation.
It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.