What smart money is saying about SCOR
SCR.PA
No fund has written a full thesis on SCOR in our archive, but 4 fund letters report a position in it, most recently Antipodes Global SMID Active ETF (ASX:MIDS) in September 2026.
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4
Reported positions
0
Bought
2
Sold
4
Letters
Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in SCOR, with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- September 2026
“funded by a trim to French reinsurer Scor following its outperformance”
SCOR - HoldsShareholder Value Management Frankfurter FundsSeptember 2026
“Our classic ended the third quarter with a gain of 7.2 percent (as of 09/30/2026); since the start of the year it stands at 6.2 percent *(as of: 09/30/2026). The Frankfurter Aktienfonds für Stiftungen is thus the mandate that translated the quality rotation most directly into returns. The quarter was driven by the core positions we have long overweighted: insurers such as SCOR and Münchener Rück, which benefit from higher rates instead of suffering under them.”
SCOR - HoldsDNCA Invest EuroseSeptember 2026
“Yield (50% of the portfolio), characterized by a high return to shareholders and a short duration13, this theme remains dominant across the sectors: - Financials (21.9%): composed of banks (18.1%), whose exposure is reduced with the trimming of French banks but still more diversified with the addition of UniCredit; and insurance (3.8%) with Coface and Scor;”
SCOR - TrimmedDNCA Invest Explorer Smid EuroJune 2026
“Finally, we reduced Glanbia, an Irish manufacturer of nutritional products, and SCOR SE, a French reinsurance group, to take profits after recent increases, and Banca Mediolanum, an Italian asset management company, whose valuation is becoming less attractive.”
SCOR
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