MS
Mitsui Sumitomo Insurance Co LTD 13F Portfolio Snapshot & Holdings (Q2 2026)
Mitsui Sumitomo Insurance Co LTDCIK: 0001142206
Concentrated strategySector-focusedLong-term holder
Total reported value
$4.1B
Reporting period: 2026-06-30 · Number of holdings: 1
MITSUI SUMITOMO INSURANCE CO LTD disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $4.1B and a quarterly turnover rate of 6.2%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 6.21
- 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.govUnchanged WRB
0.0% $249.8M
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 | WRB | Wr Berkley CORP | Stock-Financials | 100.00% | — | — |
Portfolio Performance
Performance for Q3 2026
-3.1%
Performance Last 4 Quarters
-3.9%
- Stdev
- +23.7%
- Beta
- -0.04
- Alpha
- -3.6%
- Max Drawdown
- -6.9%
- Annualized Perf
- -6.5%
- Batting Avg vs S&P
- +42.9%
- Sortino
- -0.29
- Stutzer
- -0.06
- Treynor
- +1.19
- Sterling
- —
- Calmar
- -0.95
- Information Ratio
- -0.86
- Tracking Error
- +29.7%
- Stdev Down
- +14.8%
- Winning Months %
- +57.1%
- Losing Months %
- +42.9%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.11
- Sharpe
- -0.18
- Stdev Sectors
- 0%
- Skewness
- +0.66
- Kurtosis
- -0.5
- Upside Potential
- +1.94
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WRB | Wr Berkley CORP | — | — | Unchanged |
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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.
Filing History
FAQ
What is Mitsui Sumitomo Insurance Co LTD and what type of investor is it?
Mitsui Sumitomo Insurance Co LTD 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $4.1B, spread across 1 disclosed positions.
What are Mitsui Sumitomo Insurance Co LTD's largest equity positions?
Based on the latest 13F filing, Mitsui Sumitomo Insurance Co LTD's top holdings by market value are:
1. Wr Berkley CORP (WRB) — $4.1B (100.0%)
What changes did Mitsui Sumitomo Insurance Co LTD make in its most recent portfolio filing?
No notable portfolio changes were recorded for Mitsui Sumitomo Insurance Co LTD in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Mitsui Sumitomo Insurance Co LTD focus on?
Mitsui Sumitomo Insurance Co LTD is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 100.0%
Investment Profile
Mitsui Sumitomo Insurance Co LTD returned an annualized -6.5% over the trailing 7 months — underperforming the S&P 500 by 3.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of -0.04 (less volatile than the market) and a 43% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Financials.
It has added to its WRB position for two straight quarters, increasing it by $602.9M to reach $4.1B.
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Developer Access
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