GL
Guardian Life Insurance Co of America Historical SEC 13F Holdings & Archive (Q1 2024)
Guardian Life Insurance Co of AmericaCIK: 0000901849
Concentrated strategySector-focusedLong-term holder
Total reported value
$199.4K
Reporting period: 2024-03-31 · Number of holdings: 1
Guardian Life Insurance Co of America disclosed 1 holdings in its latest 13F filing for the period ending 2024-03-31, with total reported value of $199.4K and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 2
- Sizing Uniformity
- —
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | Stock-Financials | 100.00% | — | — |
Portfolio Performance
Performance for Q3 2026
-5.5%
Performance Last 4 Quarters
-41.3%
- Stdev
- +72.5%
- Beta
- +3.32
- Alpha
- -50%
- Max Drawdown
- -61.3%
- Annualized Perf
- -9.9%
- Batting Avg vs S&P
- +40.7%
- Sortino
- +0.3
- Stutzer
- +0.05
- Treynor
- +0.04
- Sterling
- -0.17
- Calmar
- -0.16
- Information Ratio
- -0.1
- Tracking Error
- +66.8%
- Stdev Down
- +39.9%
- Winning Months %
- +51.9%
- Losing Months %
- +48.1%
- Best 12 Months
- +91.8%
- Worst 12 Months
- -61.3%
- Efficiency Ratio
- +0.05
- Sharpe
- +0.17
- Stdev Sectors
- 0%
- Skewness
- +1.19
- Kurtosis
- +1.63
- Upside Potential
- +2.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2024 Q1 | 1 | $199.4K | 0 | ||
| 2021 Q3 | 3 | $209.8M | 0 | ||
| 2021 Q2 | 1 | — | 100 | ||
| 2021 Q1 | 1 | $202.2M | 6 | ||
| 2020 Q4 | 1 | $214.8M | 100 | ||
| 2020 Q3 | 0 | — | 0 | ||
| 2020 Q2 | 0 | — | 0 | ||
| 2020 Q1 | 1 | — | 100 | ||
| 2019 Q4 | 514 | $422.6M | 79 | ||
| 2019 Q3 | 528 | $668.4M | 13 | ||
| 2019 Q2 | 530 | $724.5M | 15 | ||
| 2019 Q1 | 528 | $787.6M | 46 | ||
| 2018 Q4 | 525 | $578.9M | 35 | ||
| 2018 Q3 | 524 | $612.6M | 7 | ||
| 2018 Q2 | 523 | $590.8M | 41 | ||
| 2018 Q1 | 523 | $542.0M | 39 | ||
| 2017 Q4 | 527 | $457.3M | 64 | ||
| 2017 Q3 | 522 | $649.8M | 100 | ||
| 2017 Q2 | 514 | $686.4M | 100 | ||
| 2017 Q1 | 527 | $691.9M | 59 | ||
| 2016 Q4 | 537 | $677.2M | 52 | ||
| 2016 Q3 | 566 | $1.1B | 39 | ||
| 2016 Q2 | 593 | $1.3B | 25 | ||
| 2016 Q1 | 583 | $1.1B | 32 | ||
| 2015 Q4 | 575 | $990.1M | 29 | ||
| 2015 Q3 | 577 | $984.4M | 37 | ||
| 2015 Q2 | 575 | $1.2B | 33 | ||
| 2015 Q1 | 581 | $1.1B | 31 | ||
| 2014 Q4 | 581 | $983.0M | 39 | ||
| 2014 Q3 | 577 | $983.1M | 28 | ||
| 2014 Q2 | 570 | $1.0B | 31 | ||
| 2014 Q1 | 581 | $1.1B | 17 | ||
| 2013 Q4 | 581 | $1.1B | 44 | ||
| 2013 Q3 | 582 | $1.2B | 17 | ||
| 2013 Q2 | 582 | $1.1B | 0 |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Guardian Life Insurance Co of America and what type of investor is it?
Guardian Life Insurance Co of America is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-03-31), the firm manages a tracked equity portfolio valued at approximately $199.4K, spread across 1 disclosed positions.
What are Guardian Life Insurance Co of America's largest equity positions?
Based on the latest 13F filing, Guardian Life Insurance Co of America's top holdings by market value are:
1. Coinbase Global Inc -class A (COIN) — $199.4K (100.0%)
What changes did Guardian Life Insurance Co of America make in its most recent portfolio filing?
No notable portfolio changes were recorded for Guardian Life Insurance Co of America in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Guardian Life Insurance Co of America focus on?
Guardian Life Insurance Co of America is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 100.0%
Investment Profile
Guardian Life Insurance Co of America returned an annualized -9.9% over the trailing 27 months — underperforming the S&P 500 by 50.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 3.32 (more volatile than the market) and a 41% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Financials.
Its turnover score has fallen from 100 to 0 over the past 4 quarters — a shift toward longer holding periods.
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Developer Access
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