CRH β€” CRH PLC

Ownership history in AVIVA PLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which AVIVA PLC reported a position in CRH PLC (CRH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.66% (2024 Q1)
πŸ“Š Avg. % of fund
0.94%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

AVIVA PLC Γ— CRH AI Analytics

πŸ“ˆ AVIVA PLC outperformed the S&P 500 by +15.7% annually on this CRH position. Timing score: 50% (4/8 decisions correct). Average cost basis: $78.27. Maximum drawdown during holding period: –12.7%.

πŸ“ˆ Position Alpha vs SPY
+15.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 15.7% per year on this position.
8 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct

πŸ’° Entry Quality
$78.27
+58.9% vs current ($124.36)

Best entry: $67.30 (2023 Q4)  Β·  Worst: $124.36 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–12.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

4 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.62% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CRH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,938,710 +298,453 +11.3% 0.62% $366.9M $124.36
2025 Q3 ADDED 2,640,257 +9,694 +0.4% 0.57% $316.2M $119.48
2025 Q2 REDUCED 2,630,563 -690,707 -20.8% 0.50% $241.7M $91.48
2025 Q1 REDUCED 3,321,270 -258,758 -7.2% 0.70% $290.3M $87.32
2024 Q4 REDUCED 3,580,028 -1,185 -0.0% 0.86% $331.8M $91.48
2024 Q3 REDUCED 3,581,213 -106,276 -2.9% 0.85% $328.8M $91.38
2024 Q2 REDUCED 3,687,489 -2,161,187 -37.0% 0.76% $275.0M $73.58
2024 Q1 REDUCED 5,848,676 -730,645 -11.1% 1.66% $504.5M $84.28
2023 Q4 ADDED 6,579,321 +1,290,275 +24.4% 1.63% $453.4M $67.30
2023 Q3 INITIATED 5,289,046 β€” β€” 1.23% $293.4M β€”
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