3Wk·

Purchases from reinsurers Shares

Having already added shares in $MUV2 (-6.64%) in my portfolio last month, the next purchase in the reinsurance sector followed today.

Today the $HNR1 (-3.68%) found its way into my portfolio today. (In a nutshell, as an insurance broker, I'm simply a huge fan of reinsurers) 😉

In my opinion, it is particularly remarkable that the $HNR1 (-3.68%) recently overtook $SREN (-3.08%) and is now the second largest reinsurer in the world directly behind Munich Re.

In my opinion, a decisive advantage here is the high equity ratio of the $HNR1 (-3.68%) particularly in comparison with Munich Re, this provides the $HNR1 (-3.68%) additional stability and flexibility in an already challenging market environment.

What do you think about insurance companies and their reinsurers?

7 Comments

DividendenAlpaka@DividendenAlpaka

3Wk

I love my reinsurer $SREN. It has been a permanent fixture in my portfolio for years, the share has grown nicely recently and it also pays out a generous dividend every year.

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KroateOhneHaare@KroateOhneHaare

3Wk

@DividendenAlpaka Understandably, Swiss RE remains a superbly positioned company, which will continue to generate good long-term returns and dividends.
I suspect that Swiss RE will not be able to hide from my portfolio for long. One day I will also want to include it.

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ThomasHH@ThomasHH

3Wk

@DividendenAlpaka For German investors, however, we recommend $ALV $MUV2 or $HNR1 due to the extremely high Swiss withholding tax of 35%, of which only 15% is credited here.
$MUV2 is the world's largest reinsurer and a dividend aristocrat.

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Martin@CuriousBrewery

1Wk

How many pieces have you secured?

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KroateOhneHaare@KroateOhneHaare

1Wk

@CuriousBrewery For the first time, Hannover Re bought 1 share and Munich Re half a share, i.e. both for around €250, which is set to increase in future in the event of any corrective movement.

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Martin@CuriousBrewery

1Wk

@KroateOhneHaare top😊 Reinsurers are really great. I will continue to add to $HNR1, $MUV2 and $TLX. However, $TLX is not yet in my portfolio. Has run away from me 😅

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KroateOhneHaare@KroateOhneHaare

1Wk

@CuriousBrewery Reinsurers are really outstanding. Even if you look at the figures for both companies, this is very strong.
I was actually thinking about completing the top 3 and getting hold of Swiss Re. 👍
Yes, the Talanx share has also performed very strongly. 👍

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