Latest Liberty Mutual Group Asset Management Inc. Stock Portfolio
$1.25Billion– No. of Holdings #28
Liberty Mutual Group Asset Management Inc. Performance:
2026 Q1: 14.21%YTD: 14.21%2025: 4.84%
Performance for 2026 Q1 is 14.21%, and YTD is 14.21%, and 2025 is 4.84%.
About Liberty Mutual Group Asset Management Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Liberty Mutual Group Asset Management Inc. reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.
The top stock holdings of Liberty Mutual Group Asset Management Inc. are CRGY, VB, GAL. The fund has invested 39.8% of it's portfolio in CRESCENT ENERGY and 10.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off WISDOMTREE TR (AGZD), ISHARES TR (AOA) and DATADOG INC (DDOG) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ) and MORGAN STANLEY DIRECT LENDIN. Liberty Mutual Group Asset Management Inc. opened new stock positions in ISHARES TR (AAXJ), STATE STR SPDR S&P 500 ETF T (SPY) and INVESCO EXCH TRADED FD TR II (BAB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BLUE OWL CAPITAL CORPORATION and ISHARES TR (BGRN).
The top stock holdings of Liberty Mutual Group Asset Management Inc. are CRGY, VB, GAL. The fund has invested 39.8% of it's portfolio in CRESCENT ENERGY and 10.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off WISDOMTREE TR (AGZD), ISHARES TR (AOA) and DATADOG INC (DDOG) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ) and MORGAN STANLEY DIRECT LENDIN. Liberty Mutual Group Asset Management Inc. opened new stock positions in ISHARES TR (AAXJ), STATE STR SPDR S&P 500 ETF T (SPY) and INVESCO EXCH TRADED FD TR II (BAB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BLUE OWL CAPITAL CORPORATION and ISHARES TR (BGRN).
Liberty Mutual Group Asset Management Inc. Equity Portfolio Value
Last Reported on: 15 May, 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 14.21% in the last quarter. In trailing 12 months, it's portfolio return was 26.08%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 36,621,800 |
| state str spdr s&p 500 etf t | 34,012,800 |
| invesco exch traded fd tr ii | 25,002,200 |
| ishares inc | 12,458,500 |
| planet labs pbc | 4,442,480 |
| nine energy service inc | 2,305,710 |
| rhythm pharmaceuticals inc | 1,784,100 |
New stocks bought by Liberty Mutual Group Asset Management Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 356 |
| blue owl capital corporation | 208 |
| ishares tr | 121 |
| ssga active etf tr | 107 |
| circle internet group inc | 80.05 |
| servicenow inc | 45.00 |
| vanguard index fds | 15.39 |
Additions to existing portfolio by Liberty Mutual Group Asset Management Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -59.29 |
| morgan stanley direct lendin | -43.08 |
| ares capital corp | -31.42 |
Liberty Mutual Group Asset Management Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wisdomtree tr | -135,655,000 |
| ishares tr | -36,428,100 |
| braze inc | -1,385,660 |
| freshworks inc | -291,697 |
| robinhood mkts inc | -2,608,650 |
| datadog inc | -3,117,710 |
| airbnb inc | -2,029,420 |
| servicetitan inc | -1,387,800 |
Liberty Mutual Group Asset Management Inc. got rid off the above stocks
Sector Distribution
Liberty Mutual Group Asset Management Inc. has about 52.1% of it's holdings in Others sector.
- Others
- Energy
- Technology
| Sector | % |
|---|---|
| Others | 52.1 |
| Energy | 40 |
| Technology | 6.9 |
Market Cap. Distribution
Liberty Mutual Group Asset Management Inc. has about 7.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 52.1 |
| MID-CAP | 40.3 |
| LARGE-CAP | 7.1 |
Stocks belong to which Index?
About 40.3% 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 | % |
|---|---|
| Others | 59.1 |
| RUSSELL 2000 | 40.3 |
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 28 stocks in it's portfolio. About 94.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CRGY was the most profitable stock for Liberty Mutual Group Asset Management Inc. last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 6.82 | 1,071,230 | 85,227,300 | reduced | -59.29 | ||
| AAXJ | ishares tr | 2.93 | 714,850 | 36,621,800 | new | |||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc | 1.00 | 101,280 | 12,458,500 | new | |||
| AFRM | affirm hldgs inc | 0.25 | 69,374 | 3,178,720 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AM | antero midstream corp | 0.00 | 32,312 | 0.00 | unchanged | 0.00 | ||
| AOA | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAB | invesco exch traded fd tr ii | 2.00 | 1,225,000 | 25,002,200 | new | |||
| BGRN | ishares tr | 4.38 | 1,485,000 | 54,707,400 | added | 121 | ||
| BRZE | braze inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CCL | carnival corp | 0.29 | 140,416 | 3,633,970 | unchanged | 0.00 | ||
| CRGY | crescent energy | 39.82 | 36,854,700 | 497,539,000 | unchanged | 0.00 | ||
| DDOG | datadog inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FRSH | freshworks inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GAL | ssga active etf tr | 9.70 | 3,018,990 | 121,182,000 | added | 107 | ||
| HOOD | robinhood mkts inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 9.03 | 1,182,510 | 112,858,000 | added | 356 | ||
| KORE | kore group hldgs inc | 0.23 | 319,600 | 2,882,790 | unchanged | 0.00 | ||
| NINE | nine energy service inc | 0.18 | 281,184 | 2,305,710 | new | |||