Liberty Mutual Group Asset Management Inc.
Sector Allocation
- Other69.1%$791.6M
- Utilities9.9%$113.4M
- Consumer Discretionary6.2%$70.6M
- Energy4.2%$47.9M
- Financials3.0%$34.5M
- Technology2.9%$33.6M
- Healthcare2.5%$28.6M
- Real Estate2.0%$22.5M
- Communication Services0.3%$2.9M
AUM History
13fpro.ai/research/fund/liberty-mutual-group-asset-management-inc-1533497
Conviction and streaks
Diversifying · top 10 = 80.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SSGA$189.4M
- VANGUARD$135.5M
FRVO
$113.4M- ISHARES$111.8M
- ISHARES$85.7M
SPY
$83.7MQXO
$70.6M- ISHARES$55.0M
CRGY
$41.8M- ISHARES$36.7M
- ISHARES$29.5M
OBDC
$29.0MKARD
$28.5M- ISHARES$27.2M
IVZ
$25.0MOPI
$22.3MUBER
$13.2MNOW
$8.4MAFRM
$5.7MARCC
$5.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/liberty-mutual-group-asset-management-inc-1533497
Liberty Mutual Group Asset Management Inc. 13F holdings — Q2 2026
$1.1B portfolio (-8.3% QoQ) · 39 holdings · Q2 2026 13F · top 10 are 81% of the stock portfolio
- 1
SSGA ACTIVE ETF TR - ST STR BL LN ETF
$189.4M
16.5% of stocks
+56%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$135.5M
11.8% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $113.4M
9.9% of stocks
NewThis quarter-59.7%Since filedNew this quarterHeld- 4
ISHARES TR - 7-10 YR TRSY BD
$111.8M
9.8% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - IBOXX HI YD ETF
$85.7M
7.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $83.7M
7.3% of stocks
+114%This quarter-1.4%Since filed2 qtrsHeld$70.6M
6.2% of stocks
No changeThis quarter-27.8%Since filed8 qtrsHeld- 8
ISHARES TR - BROAD USD HIGH
$55.0M
4.8% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $41.8M
3.6% of stocks
-88%This quarter+13.8%Since filed10+ qtrsHeld- 10
ISHARES TR - USD INV GRDE ETF
$36.7M
3.2% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $189.4M | 16.5% | +56% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $135.5M | 11.8% | -7% | — | — | — | — | |
| 3 | $113.4M | 9.9% | New | -59.7% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - 7-10 YR TRSY BD | $111.8M | 9.8% | No change | — | — | — | — | |
| 5 | ISHARES TR - IBOXX HI YD ETF | $85.7M | 7.5% | No change | — | — | — | — | |
| 6 | $83.7M | 7.3% | +114% | -1.4% | 2 qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $70.6M | 6.2% | No change | -27.8% | 8 qtrs | 48.9#1,710 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - BROAD USD HIGH | $55.0M | 4.8% | No change | — | — | — | — | |
| 9 | $41.8M | 3.6% | -88% | +13.8% | 10+ qtrs | 68.5#303 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - USD INV GRDE ETF | $36.7M | 3.2% | No change | — | — | — | — |
All holdings — Liberty Mutual Group Asset Management Inc. (Q2 2026)
39 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $29.5M | 2.6% | 188K | New | — | — | 13F |
| 12 | Blue Owl Capital Corp | Other | $29.0M | 2.5% | 2.67M | — | 3 qtrs | 64.7 | 13F | |
| 13 | Kardigan, Inc. | Healthcare | $28.5M | 2.5% | 1.20M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $27.2M | 2.4% | 275K | New | — | — | 13F |
| 15 | Invesco Ltd.etf/fund | Financials | $25.0M | 2.2% | 1.23M | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | OFFICE PROPERTIES INCOME TRUST | Real Estate | $22.3M | 1.9% | 1.31M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Uber Technologies, Incnote | Technology | $13.2M | 1.1% | 11.00M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ServiceNow, Inc. | Technology | $8.4M | 0.7% | 85K | +176% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Affirm Holdings, Inc. | Financials | $5.7M | 0.5% | 69K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ARES CAPITAL CORP | Other | $5.0M | 0.4% | 267K | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Datadog, Inc. | Technology | $3.7M | 0.3% | 14K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Nine Energy Service, Inc. | Energy | $3.7M | 0.3% | 281K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Navan, Inc. | Technology | $3.4M | 0.3% | 148K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Robinhood Markets, Inc. | Financials | $3.3M | 0.3% | 33K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Morgan Stanley Direct Lending Fund | Other | $3.1M | 0.3% | 205K | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $KORE | KORE Group Holdings, Inc. | Communication Services | $2.9M | 0.3% | 320K | — | |||
| 27 | $SMC | Summit Midstream Corp | Energy | $2.4M | 0.2% | 85K | — | |||
| 28 | $TTAN | ServiceTitan, Inc. | Technology | $1.7M | 0.1% | 23K | New | |||
| 29 | $NBIS | Nebius Group N.V. | Technology | $1.5M | 0.1% | 5,543 | New | |||
| 30 | $FIG | Figma, Inc. | Technology | $1.1M | 0.1% | 60K | New | |||
| 31 | $CRCL | Circle Internet Group, Inc. | Financials | $545K | 0.1% | 8,694 | -56% | |||
| 32 | $PL | Planet Labs PBC | Technology | $226K | 0.0% | 6,819 | -96% | |||
| 33 | $BLND | Blend Labs, Inc. | Technology | $198K | 0.0% | 116K | New | |||
| 34 | $RBRK | Rubrik, Inc. | Technology | $197K | 0.0% | 2,448 | -5% | |||
| 35 | $OPEN | Opendoor Technologies Inc. | Real Estate | $193K | 0.0% | 42K | — | |||
| 36 | $RYTM | RHYTHM PHARMACEUTICALS, INC. | Healthcare | $98K | 0.0% | 880 | -96% | |||
| 37 | — | GCT SEMICONDUCTOR HLDG INC - *W EXP 03/01/202 | — | $61K | 0.0% | 125K | — | |||
| 38 | $REPX | Riley Exploration Permian, Inc. | Energy | $0 | 0.0% | 14K | — | |||
| 39 | $AM | Antero Midstream Corp | Energy | $0 | 0.0% | 32K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 3 added to, 6 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
first bought this quarter
- ISHARES TR - MSCI ACWI ETF$29.5M
first bought this quarter
first bought this quarter
- ISHARES TR - CORE US AGGBD ET$27.2M
first bought this quarter
first bought this quarter
first bought this quarter
+7 more in the Excel export
Added to (3)
Trimmed (6)
now $41.8M · held 10+ qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHS-7%
now $135.5M
$PLPlanet Labs PBC-96%
now $226K · held 2 qtrs
$RYTMRHYTHM PHARMACEUTICALS, INC.-96%
now $98K · held 2 qtrs
$CRCLCircle Internet Group, Inc.-56%
now $545K · held 3 qtrs
$RBRKRubrik, Inc.-5%
now $197K · held 3 qtrs
Sold out (2)
- ISHARES INCwas $12.5M
$CCLCarnival Corp Ltd.was $3.6M
held 2 qtrs
Holdings by quarter
Every 13F Liberty Mutual Group Asset Management Inc. has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow Liberty Mutual Group Asset Management?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Liberty Mutual Group Asset Management's top 20 holdings: 60/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-24.8%
Value-weighted move of the 10 largest stock positions
Turnover
30%
Last quarter; 63% over the last 4
Top 10 weight
81%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
26%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Liberty Mutual Group Asset Management Inc. disclosed 39 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 2 — including a new stake in $FRVO. The portfolio is most concentrated in Other (69.1% of disclosed assets). All figures are sourced directly from Liberty Mutual Group Asset Management Inc.’s Form 13F-HR filing with the SEC under CIK 1533497.
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AI-Powered Hedge Fund Analysis: Liberty Mutual Group Asset Management Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Liberty Mutual Group Asset Management Inc. (SEC CIK: 1533497), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Liberty Mutual Group Asset Management Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.