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Liberty Mutual Group Asset Management Inc.

hedge fundUpdated 29 days ago

Managed by Liberty Mutual Group Asset Management Inc. • Latest filing Q2 2026

Portfolio value
$1.1B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
41.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 15 quarters

Show data table
PeriodPortfolio value
Q4 2022$371.8M
Q1 2023$441M
Q2 2023$393.8M
Q3 2023$360.3M
Q4 2023$345.7M
Q1 2024$351M
Q2 2024$679.4M
Q3 2024$660.1M
Q4 2024$420.1M
Q1 2025$301M
Q2 2025$460.6M
Q3 2025$314.5M
Q4 2025$1.1B
Q1 2026$1.2B
Q2 2026$1.1B

Top holdings

82 positions as of Q2 2026

View filing
S

SSGA ACTIVE ETF TR

Value
$115M
Shares
2.85M
% Port
10.03%
F

FERVO ENERGY CO

Value
$113.4M
Shares
3.88M
% Port
9.90%
E

ISHARES TR

Value
$99.7M
Shares
1.05M
% Port
8.70%
?
4.N/A

QXO INC

Value
$70.6M
Shares
4.08M
% Port
6.16%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

Value
$61.9M
Shares
83.0K
% Port
5.41%
V

VANGUARD INDEX FDS

Value
$54.5M
Shares
79.3K
% Port
4.76%
E

ISHARES TR

Value
$53.8M
Shares
672.7K
% Port
4.70%
S

SSGA ACTIVE ETF TR

Value
$48M
Shares
1.19M
% Port
4.19%
C

CRESCENT ENERGY COMPANY

Value
$41.4M
Shares
4.21M
% Port
3.61%
V
10.VGES

VANGUARD INDEX FDS

Value
$41.2M
Shares
60.1K
% Port
3.60%
V
11.VGES

VANGUARD INDEX FDS

Value
$39.8M
Shares
58.0K
% Port
3.47%
E
12.ETHA

ISHARES TR

Value
$36.7M
Shares
714.9K
% Port
3.20%
E
13.ETHA

ISHARES TR

Value
$30.2M
Shares
815.8K
% Port
2.64%
B
14.BLK

ISHARES TR

Value
$29.5M
Shares
188.0K
% Port
2.58%
O
15.OBDC

BLUE OWL CAPITAL CORPORATION

Value
$29M
Shares
2.67M
% Port
2.53%
?
16.N/A

KARDIGAN INC

Value
$28.5M
Shares
1.20M
% Port
2.49%
E
17.ETHA

ISHARES TR

Value
$27.2M
Shares
275.0K
% Port
2.38%
V
18.VVR

INVESCO EXCH TRADED FD TR II

Value
$25M
Shares
1.23M
% Port
2.18%
E
19.ETHA

ISHARES TR

Value
$22.4M
Shares
279.6K
% Port
1.95%
S
20.SPY

STATE STR SPDR S&P 500 ETF T

Value
$21.8M
Shares
29.1K
% Port
1.90%

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