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Latest Liberty Mutual Group Asset Management Inc. Stock Portfolio

$1.15Billion | No. of Holdings #38

Liberty Mutual Group Asset Management Inc. Performance

2026 Q2-3.43%
YTD+10.29%
2025+4.84%

About Liberty Mutual Group Asset Management Inc. and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Liberty Mutual Group Asset Management Inc. reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Liberty Mutual Group Asset Management Inc. are GAL, VB, . The fund has invested 16.5% of it's portfolio in SSGA ACTIVE ETF TR and 11.8% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off ISHARES INC (ACWV) and CARNIVAL CORP (CCL) stocks. They significantly reduced their stock positions in PLANET LABS PBC (PL), RHYTHM PHARMACEUTICALS INC (RYTM) and CRESCENT ENERGY COMPANY (CRGY). Liberty Mutual Group Asset Management Inc. opened new stock positions in FERVO ENERGY CO, ISHARES TR (AAXJ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), STATE STR SPDR S&P 500 ETF T (SPY) and SSGA ACTIVE ETF TR (GAL).
Liberty Mutual Group Asset Management Inc. Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.15Billion
  as of Aug 14, 2026

Liberty Mutual Group Asset Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Liberty Mutual Group Asset Management Inc. made a return of -3.43% in the last quarter. In trailing 12 months, it's portfolio return was 11.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fervo energy co113,431,000
ishares tr29,510,400
kardigan inc28,534,400
ishares tr27,219,500
office pptys income tr22,292,800
uber technologies inc13,156,000
datadog inc3,683,570
navan inc3,389,950
New stocks bought by Liberty Mutual Group Asset Management Inc.

Additions

Ticker% Inc.
servicenow inc175
state str spdr s&p 500 etf t114
ssga active etf tr55.68
Additions to existing portfolio by Liberty Mutual Group Asset Management Inc.

Reductions

Ticker% Reduced
planet labs pbc-95.71
rhythm pharmaceuticals inc-95.71
crescent energy company-88.46
circle internet group inc-55.81
vanguard index fds-7.18
rubrik inc.-4.97
Liberty Mutual Group Asset Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
carnival corp-3,633,970
ishares inc-12,458,500
Liberty Mutual Group Asset Management Inc. got rid off the above stocks

Sector Distribution

Liberty Mutual Group Asset Management Inc. has about 85.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Real Estate
Sector%
Others85.6
Technology8.1
Energy4
Real Estate2

Market Cap. Distribution

Liberty Mutual Group Asset Management Inc. has about 8.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED85.6
LARGE-CAP8.1
MID-CAP3.7
SMALL-CAP2

Stocks belong to which Index?

About 5.7% of the stocks held by Liberty Mutual Group Asset Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others93.6
RUSSELL 20005.7
Top 5 Winners (%)%
gct semiconductor hldg inc
170.7 %
AFRM
affirm hldgs inc
78.0 %
rubrik inc.
62.4 %
NINE
nine energy service inc
58.7 %
RYTM
rhythm pharmaceuticals inc
14.4 %
Top 5 Winners ($)$
VB
vanguard index fds
18.3 M
SPY
state str spdr s&p 500 etf t
7.9 M
AFRM
affirm hldgs inc
2.5 M
NINE
nine energy service inc
1.4 M
GAL
ssga active etf tr
0.6 M
Top 5 Losers (%)%
circle internet group inc
-24.8 %
CRGY
crescent energy company
-15.2 %
SSNT
qxo inc
-11.0 %
summit midstream corporation
-5.8 %
NOW
servicenow inc
-3.5 %
Top 5 Losers ($)$
CRGY
crescent energy company
-75.6 M
SSNT
qxo inc
-8.7 M
IJR
ishares tr
-1.0 M
blue owl capital corporation
-0.5 M
circle internet group inc
-0.5 M

Liberty Mutual Group Asset Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Liberty Mutual Group Asset Management Inc.

Liberty Mutual Group Asset Management Inc. has 38 stocks in it's portfolio. About 80.6% of the portfolio is in top 10 stocks. CRGY proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Liberty Mutual Group Asset Management Inc. last quarter.

$1.15BTotal Value
41.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Liberty Mutual Group Asset Management Inc., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Liberty Mutual Group Asset Management Inc.'s holding in Ishares Tr over time
7.48%1,071,230
$85.67M
7.48%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Liberty Mutual Group Asset Management Inc.'s holding in Ishares Tr over time
3.2%714,850
$36.66M
3.2%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Liberty Mutual Group Asset Management Inc.'s holding in Ishares Tr over time
2.58%188,000
$29.51M
2.58%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Liberty Mutual Group Asset Management Inc.'s holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Liberty Mutual Group Asset Management Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
2.18%1,225,000
$24.95M
2.18%
unchanged 0 percentunchanged
BGRN
Ishares Tr

Ishares Tr

BGRN
Liberty Mutual Group Asset Management Inc.'s holding in Ishares Tr over time
4.8%1,485,000
$54.97M
4.8%
unchanged 0 percentunchanged
GAL
Ssga Active Etf Tr

Ssga Active Etf Tr

GAL
Liberty Mutual Group Asset Management Inc.'s holding in Ssga Active Etf Tr over time
16.53%4,699,820
$189.36M
16.53%
increased 55.68 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Liberty Mutual Group Asset Management Inc.'s holding in Ishares Tr over time
9.76%1,182,510
$111.83M
9.76%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Liberty Mutual Group Asset Management Inc.'s holding in Ishares Tr over time
2.38%275,000
$27.22M
2.38%
new position