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CIK: 0001533497
Total reported value
$1.1B
$1.1B
15 檔
35.6%
At the close of Q4 2024, Liberty Mutual Group Asset Management Inc. disclosed equity holdings valued at approximately $1.1B, spread across 15 reported holdings.
In Q4 2024, Liberty Mutual Group Asset Management Inc. adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 40 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 35.85% | +1.66% | — | |
| 2 | BKLN | Invesco Senior Loan ETF | ETF-Other | 25.08% | +0.18% | — | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 17.85% | — | +94.29% | |
| 4 | QXO | Qxo Inc | Stock-Industrials | 15.45% | -0.19% | -0.49% | |
| 5 | AMPSUSD | Altus Power Inc | Stock-Other | 2.83% | — | — | |
| 6 | AFRM | Affirm Holdings Inc | Stock-Financials | 1.01% | +0.24% | — | |
| 7 | SMC | Summit Midstream CORP | Stock-Other | 0.76% | — | — | |
| 8 | WEAV | Weave Communications Inc | Stock-Other | 0.71% | — | — | |
| 9 | KORE | Kore Group Holdings Inc | Stock-Other | 0.24% | +0.03% | — | |
| 10 | CRGY | Crescent Energy Inc-a | Stock-Energy | 0.14% | -36.17% | +125.16% | |
| 11 | HNST | Honest Co Inc/the | Stock-Other | 0.05% | — | — | |
| 12 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.02% | — | — | |
| 13 | GCTS-WS | Concord Acq Cl A -cw28 | Stock-Other | — | +0.01% | — | |
| 14 | REPX | Riley Exploration Permian In | Stock-Other | — | — | — | |
| 15 | AM | Antero Midstream CORP | Stock-Energy | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +35.9% | NEW | New buy |
| 2 | BKLN | Invesco Senior Loan ETF | +25.1% | NEW | New buy |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | +12.2% | +94.29% | Add |
| 4 | QXO | Qxo Inc | +5.7% | -0.49% | Trim |
| 5 | AMPSUSD | Altus Power Inc | +1.4% | — | Unchanged |
| 6 | WEAV | Weave Communications Inc | +0.7% | NEW | New buy |
| 7 | AFRM | Affirm Holdings Inc | +0.6% | — | Unchanged |
| 8 | SMC | Summit Midstream CORP | +0.3% | — | Unchanged |
| 9 | KORE | Kore Group Holdings Inc | +0.1% | — | Unchanged |
| 10 | CRGY | Crescent Energy Inc-a | +0.1% | +125.16% | Add |
| 11 | HNST | Honest Co Inc/the | +0.1% | NEW | New buy |
| 12 | OPEN | Opendoor Technologies Inc | 0% | — | Unchanged |
| 13 | GCTS-WS | Concord Acq Cl A -cw28 | — | — | Unchanged |
| 14 | REPX | Riley Exploration Permian In | — | NEW | New buy |
| 15 | AM | Antero Midstream CORP | — | NEW | New buy |
| 16 | FRSH | Freshworks Inc-cl A | 0% | EXIT | Sold out |
| 17 | RBRK | Rubrik Inc-a | 0% | EXIT | Sold out |
| 18 | HST | Host Hotels & Resorts Inc | -0.1% | EXIT | Sold out |
| 19 | VRT | Vertiv Holdings Co-a | -0.1% | EXIT | Sold out |
| 20 | PSA | Public Storage | -0.2% | EXIT | Sold out |
| 21 | PACS | Pacs Group Inc | -0.2% | EXIT | Sold out |
| 22 | CUZ | Cousins Properties Inc | -0.3% | EXIT | Sold out |
| 23 | PCH | Potlatchdeltic CORP | -0.3% | EXIT | Sold out |
| 24 | LINE | Lineage Inc | -0.3% | EXIT | Sold out |
| 25 | STAG | Stag Industrial Inc | -0.4% | EXIT | Sold out |
| 26 | REXR | Rexford Industrial Realty In | -0.4% | EXIT | Sold out |
| 27 | OHI | Omega Healthcare Investors | -0.4% | EXIT | Sold out |
| 28 | EPRT | Essential Properties Realty | -0.4% | EXIT | Sold out |
| 29 | CCI | Crown Castle Inc | -0.4% | EXIT | Sold out |
| 30 | BXP | Bxp Inc | -0.4% | EXIT | Sold out |
| 31 | INVH | Invitation Homes Inc | -0.5% | EXIT | Sold out |
| 32 | EGP | Eastgroup Properties Inc | -0.5% | EXIT | Sold out |
| 33 | EPR | Epr Properties | -0.5% | EXIT | Sold out |
| 34 | SUI | Sun Communities Inc | -0.5% | EXIT | Sold out |
| 35 | DOC | Healthpeak Properties Inc | -0.5% | EXIT | Sold out |
| 36 | CUBE | Cubesmart | -0.5% | EXIT | Sold out |
| 37 | RHP | Ryman Hospitality Properties | -0.5% | EXIT | Sold out |
| 38 | DLR | Digital Realty Trust Inc | -0.5% | EXIT | Sold out |
| 39 | SPG | Simon Property Group Inc | -0.6% | EXIT | Sold out |
| 40 | FRT | Federal Realty Invs Trust | -0.6% | EXIT | Sold out |
| 41 | VTR | Ventas Inc | -0.7% | EXIT | Sold out |
| 42 | ADC | Agree Realty CORP | -0.8% | EXIT | Sold out |
| 43 | REG | Regency Centers CORP | -0.9% | EXIT | Sold out |
| 44 | MAA | Mid-america Apartment Comm | -0.9% | EXIT | Sold out |
| 45 | VICI | Vici Properties Inc | -1% | EXIT | Sold out |
| 46 | WELL | Welltower Inc | -1% | EXIT | Sold out |
| 47 | EXR | Extra Space Storage Inc | -1.1% | EXIT | Sold out |
| 48 | AVB | Avalonbay Communities Inc | -1.2% | EXIT | Sold out |
| 49 | PLD | Prologis Inc | -1.4% | EXIT | Sold out |
| 50 | EQIX | Equinix Inc | -1.8% | EXIT | Sold out |
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 15 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BKLN, DXJ) accounted for 35.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
VOO
市值: $150.6M
Top Position Liquidated / Trimmed
SPY
前期市值: $147.5M
During Q4 2024, Liberty Mutual Group Asset Management Inc.'s top holdings by market value included VOO (35.9%)、BKLN (25.1%)、DXJ (17.9%). The largest single position, VOO, represented 35.9% of total portfolio value.
In Q4 2024, Liberty Mutual Group Asset Management Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 40 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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