This page follows Liberty Mutual Group Asset Management Inc.’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Each update below reflects the fund’s reported equity and fund holdings as of a given quarter-end snapshot, giving a running view of where the manager has been adding, trimming, or stepping away entirely. Because 13F filings only capture a point-in-time position rather than trade-by-trade activity, this profile describes changes as occurring ‘during the quarter’ rather than on a specific day.
During the quarter ending 2026-03-31, the largest headline move was a 61% increase in Crescent Energy (CRGY), which grew from roughly $308.9 million to just under $497 million, making it one of the fund’s more notable additions this period. Blue Owl Capital Corporation (OWL) also saw a sizable increase of 175%, moving from about $10.8 million to $29.5 million, while Kore Group Holdings (KORE) rose 114% to reach roughly $2.9 million. On the ETF side, the fund opened new positions in iShares Tr, Invesco Exchange Traded Fund Tr II, State Str SPDR S&P 500 ETF Tr, and iShares Inc, alongside a 304% increase and a separate 20% increase in two other iShares Tr holdings, and a 48% increase in SSGA Active ETF Tr. Vanguard Index Fds was trimmed by 12%, ending the quarter at about $56.3 million.
Positions reduced or exited this quarter
Several positions were scaled back or closed out entirely. Two more iShares Tr holdings were affected: one was exited outright after being worth about $36.4 million, and another was reduced 69%, falling from roughly $72.9 million to $22.2 million. Wisdomtree Tr was exited after a prior value of about $135.7 million. Ares Capital Corp (ARCC) was reduced 39%, Morgan Stanley Direct Lending fell 52%, and Affirm Holdings (AFRM) was trimmed 38%. Full exits also included Datadog (DDOG), Robinhood Markets, and Airbnb (ABNB), each previously modest-sized positions relative to the fund’s larger holdings.
How to read this profile
Since Liberty Mutual Group Asset Management Inc. holds multiple distinct funds under umbrella names like iShares Tr, movements in that name shown above may reflect different underlying positions being opened, grown, or wound down within the same reporting period rather than a single holding changing size repeatedly. This profile will be updated each quarter as new 13F data becomes available, so readers tracking this fund’s activity over time, including anyone comparing it to other institutional filers, can follow the pattern of additions and exits as it develops. Nothing here should be read as a recommendation to buy or sell any of the securities mentioned; it is simply a record of what has been disclosed.
Related ticker coverage
- CRGY — all coverage →
- OWL — all coverage →
- ARCC — all coverage →
- DDOG — all coverage →
- ABNB — all coverage →
- KORE — all coverage →
- AFRM — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.