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Munich Reinsurance Co Stock Corp in Munich

· CIK 0002090208
13F Portfolio $4.1B AUM 200 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New
Page 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SNPS SYNOPSYS INC. DL-,01 Technology 10,560.0 $5.0M 0.12% NEW $474.49 +7.5%
102 ZBH ZIMMER BIOMET HLDGS DL-01 Healthcare 54,166.0 $4.9M 0.12% NEW $90.79 -9.0%
103 EW EDWARDS LIFESCIENCES Healthcare 53,923.0 $4.6M 0.11% NEW $86.20 -5.6%
104 MRVL MARVELL TECH. GRP DL-,002 Technology 50,722.0 $4.4M 0.11% NEW $86.76 +110.4%
105 TFC TRUIST FINL CORP. DL 5 Financial Services 87,944.0 $4.4M 0.11% NEW $49.56 -4.9%
106 FN FABRINET DL-,01 Technology 9,396.0 $4.3M 0.11% NEW $461.93 +61.6%
107 THOMSON REUTERS CORP. 32,282.0 $4.3M 0.10% NEW $132.96
108 WAT WATERS CORP. DL-,01 Healthcare 11,157.0 $4.3M 0.10% NEW $383.99 -13.2%
109 JNJ JOHNSON & JOHNSON DL 1 Healthcare 20,553.0 $4.3M 0.10% NEW $206.91 +11.5%
110 NTAP NETAPP INC. Technology 37,921.0 $4.1M 0.10% NEW $108.42 +10.6%
111 WDAY WORKDAY INC.CL.A DL-,001 Technology 18,617.0 $4.0M 0.10% NEW $216.93 -45.3%
112 PGR PROGRESSIVE CORP. DL 1 Financial Services 17,344.0 $4.0M 0.10% NEW $229.97 -14.8%
113 CI CIGNA GROUP, THE DL 1 Healthcare 14,392.0 $4.0M 0.10% NEW $276.48 +3.2%
114 DOV DOVER CORP. DL 1 Industrials 20,102.0 $4.0M 0.10% NEW $197.78 +8.4%
115 TRV TRAVELERS COS INC. Financial Services 13,375.0 $3.9M 0.10% NEW $292.38 +2.0%
116 ACGL ARCH CAPITAL GROUP DL-,01 Financial Services 39,609.0 $3.8M 0.09% NEW $96.66 -2.8%
117 CFG CITIZENS FINL GROUP DL-01 Financial Services 64,009.0 $3.8M 0.09% NEW $58.95 +3.2%
118 KGC KINROSS GOLD CORP. Basic Materials 129,246.0 $3.7M 0.09% NEW $28.64 +7.9%
119 CMCSA COMCAST CORP. A DL-,01 Communication Services 121,918.0 $3.7M 0.09% NEW $29.97 -17.4%
120 HAL HALLIBURTON CO. DL 2,50 Energy 126,344.0 $3.6M 0.09% NEW $28.49 +44.9%
Page 6 of 10  ·  200 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.7%
Financial Services 16.4%
Healthcare 13.4%
Communication Services 11.0%
Industrials 10.7%
Consumer Cyclical 5.8%
Real Estate 5.1%
Utilities 4.3%
Consumer Defensive 3.5%
Energy 2.0%