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CIK: 0001533497
Total reported value
$1.1B
$1.1B
118 檔
38.6%
The Q2 2024 SEC filing reveals that Liberty Mutual Group Asset Management Inc. held a total portfolio value of $1.1B, covering 118 public equity positions.
During Q2 2024, Liberty Mutual Group Asset Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 43.71% | +0.18% | — | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.47% | — | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.52% | +1.66% | — | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.65% | +6.83% | — | |
| 5 | AMPSUSD | Altus Power Inc | Stock-Other | 1.68% | — | -2.66% | |
| 6 | AMT | American Tower CORP | Stock-Real Estate | 1.66% | — | +0.04% | |
| 7 | EQIX | Equinix Inc | Stock-Real Estate | 1.63% | — | +45.27% | |
| 8 | PLD | Prologis Inc | Stock-Real Estate | 1.41% | — | +2.53% | |
| 9 | WELL | Welltower Inc | Stock-Real Estate | 1.34% | — | +3.40% | |
| 10 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.14% | — | +13.02% | |
| 11 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.95% | — | -18.82% | |
| 12 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.94% | — | +85.22% | |
| 13 | VICI | Vici Properties Inc | Stock-Real Estate | 0.83% | — | -4.88% | |
| 14 | ADC | Agree Realty CORP | Stock-Real Estate | 0.79% | — | — | |
| 15 | REG | Regency Centers CORP | Stock-Real Estate | 0.73% | — | — | |
| 16 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.60% | — | +1.49% | |
| 17 | DXCM 0.25 11-15-25Bond | Dexcom Inc | Bond | 0.60% | — | — | |
| 18 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.60% | — | -33.55% | |
| 19 | SUI | Sun Communities Inc | Stock-Real Estate | 0.59% | — | +5.26% | |
| 20 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.57% | — | +3.12% | |
| 21 | F 0 03-15-26Bond | Ford Motor Company | Bond | 0.57% | — | -4.93% | |
| 22 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.57% | — | -20.25% | |
| 23 | LUV 1.25 05-01-25Bond | Southwest Airlines Co | Bond | 0.49% | — | — | |
| 24 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 0.48% | — | -0.92% | |
| 25 | SO 3.875 12-15-25Bond | Southern Co | Bond | 0.47% | — | — | |
| 26 | Z 1.375 09-01-26Bond | Zillow Group Inc | Bond | 0.46% | — | — | |
| 27 | BSY 0.125 01-15-26Bond | Bentley Systems Inc | Bond | 0.45% | — | — | |
| 28 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.45% | — | -12.64% | |
| 29 | SMC | Summit Midstream Corporation | Stock-Other | 0.44% | — | — | |
| 30 | DUK 4.125 04-15-26Bond | Duke Energy CORP | Bond | 0.44% | — | — | |
| 31 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.42% | — | — | |
| 32 | EPR | Epr Properties | Stock-Real Estate | 0.40% | — | +34.89% | |
| 33 | CCI | Crown Castle Inc | Stock-Real Estate | 0.40% | — | -8.59% | |
| 34 | CUBE | Cubesmart | Stock-Real Estate | 0.39% | — | — | |
| 35 | ETSY 0.25 06-15-28Bond | Etsy Inc | Bond | 0.38% | — | — | |
| 36 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.38% | — | +10.30% | |
| 37 | DAY 0.25 03-15-26Bond | Dayforce Inc | Bond | 0.38% | — | -9.60% | |
| 38 | BXP | Bxp Inc | Stock-Real Estate | 0.37% | — | +4.60% | |
| 39 | FOUR 0 12-15-25Bond | Shift4 Payments Inc | Bond | 0.36% | — | — | |
| 40 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.35% | — | -9.99% | |
| 41 | DDOG 0.125 06-15-25Bond | Datadog Inc | Bond | 0.34% | — | — | |
| 42 | IONS 1.75 06-15-28Bond | Ionis Pharmaceuticals In | Bond | 0.33% | — | — | |
| 43 | UBER 0 12-15-25Bond | Uber Technologies Inc | Bond | 0.32% | — | — | |
| 44 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.31% | +0.24% | — | |
| 45 | JAZZ 2 06-15-26Bond | Jazz Investments I LTD | Bond | 0.31% | — | -12.15% | |
| 46 | MIDD 1 09-01-25Bond | Middleby CORP | Bond | 0.30% | — | -11.47% | |
| 47 | PCH | Potlatchdeltic CORP | Stock-Other | 0.30% | — | +7.48% | |
| 48 | ON 0.5 03-01-29Bond | On Semiconductor CORP | Bond | 0.28% | — | — | |
| 49 | SITCUSD | Site Centers CORP | Stock-Other | 0.27% | — | — | |
| 50 | PODD 0.375 09-01-26Bond | Insulet Corporation | Bond | 0.26% | — | — |
According to official SEC Form 13F filings, Liberty Mutual Group Asset Management Inc. reported a total U.S. public equity portfolio value of $1.1B across 118 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BKLN, VCIT, VOO) accounted for 38.6% of total reported equity market value during Q2 2024.
During Q2 2024, Liberty Mutual Group Asset Management Inc.'s top holdings by market value included BKLN (43.7%)、VCIT (10.5%)、VOO (6.5%). The largest single position, BKLN, represented 43.7% of total portfolio value.
In Q2 2024, Liberty Mutual Group Asset Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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