I hold PFG and CGL.Catlin is a relatively recent addition, but it seems to have weathered the insurance disasters in reasonable shape and has continued to pay rising dividends.Provident has been an interesting 10 year ride!Exiting the unprofitable motor insurance market.Getting out of the Yes Car credit fiasco.Demerger of IPF.Dotcom bubbleRecessionSerious attention from the shorters.I am not suggesting that it is one of the proverbial 'companies that can be run by monkeys', but it has exhibited a certain resilience. The dividend, while held for a period, has always been good and the cover is now increasing to a more comfortable level. Shorting (as measured by stock loan data) has come down from about 14% last June to 7% in January. I shall be interested in seeing what the end of February figure is, following their fairly upbeat finals.The converse of shorting perhaps, is to look at institutional holdings. I note that Invesco has gradually been increasing its holding to some 28%.
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