Munich Reinsurance Co Stock Corp In Munich Portfolio Stock Holdings

Munich Reinsurance Co Stock Corp In Munich disclosed 175 stock positions valued at approximately $4.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORP. DL-,001, MICROSOFT DL-,00000625, and BROADCOM INC. DL-,001. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.

Report Period
March 31, 2026
No. of Stocks
175
Portfolio Value
$4.1B
Holdings by Sector
Munich Reinsurance Co Stock Corp In Munich Portfolio Holdings in Q1 2026

173 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORP. DL-,001NVDATechnology4.94%1,152,072+128,333+12.54%$200,921,357
MICROSOFT DL-,00000625MSFTTechnology4.32%474,362+154,615+48.36%$175,594,582
BROADCOM INC. DL-,001AVGOTechnology2.55%335,108+56,921+20.46%$103,719,277
ALPHABET INC.CL.C DL-,001GOOGCommunication Services2.51%355,334+14,530+4.26%$101,931,111
ALPHABET INC.CL.A DL-,001GOOGLCommunication Services2.26%319,390-5,231-1.61%$91,843,788
KEURIG DR PEPPER DL-,01KDPConsumer Defensive2.23%3,451,524+1,133,678+48.91%$90,878,627
MERCK CO. DL-,01MRKHealthcare2.23%752,637-237,281-23.97%$90,534,705
CHEVRON CORP. DL-,75CVXEnergy2.17%427,352-11,710-2.67%$88,419,129
T-MOBILE US INC.DL,-00001TMUSCommunication Services2.09%404,534+7,744+1.95%$84,964,276
AMAZON.COM INC. DL-,01AMZNConsumer Cyclical2.01%392,037+50,714+14.86%$81,649,546
GAMING & LEISURE PROP.GLPIReal Estate1.98%1,813,066+356,476+24.47%$80,445,738
ELEVANCE HEALTH DL-,01ELVHealthcare1.97%274,158+83,894+44.09%$80,259,755
MARSH&MCLENNAN COS.INC.D1MMCFinancial Services1.96%460,618+230,120+99.84%$79,894,192
CROWN CASTLE INC.CCIReal Estate1.95%975,413+227,609+30.44%$79,310,831
HUNTINGTON BANCSHS DL-,01HBANFinancial Services1.92%4,992,023+794,347+18.92%$78,125,160
ELI LILLYLLYHealthcare1.83%80,835+6,627+8.93%$74,349,608
FERGUSON ENTERPRISES INC.FERGIndustrials1.82%318,599+2,369+0.75%$74,215,963
NASDAQ INC. DL -,01NDAQFinancial Services1.80%863,923+197,896+29.71%$73,338,423
GILEAD SCIENCES DL-,001GILDHealthcare1.77%515,964-142,009-21.58%$71,909,903
RAYMOND JAMES FIN. DL-,01RJFFinancial Services1.70%478,389+73,866+18.26%$69,265,943
APPLE INC.AAPLTechnology1.65%264,163-36,737-12.21%$67,041,928
NXP SEMICONDUCTORS EO-,20N6596X109Other1.55%321,264+21,828+7.29%$63,244,031
M&T BANK DL-,50MTBFinancial Services1.51%296,290-54,786-15.61%$61,249,069
CISCO SYSTEMS DL-,001CSCOTechnology1.50%785,992+126,774+19.23%$60,985,119
L3HARRIS TECHS INC.DL-,01LHXIndustrials1.49%175,714-12,434-6.61%$60,647,687
DICK'S SPORTING DL-,01DKSConsumer Cyclical1.49%305,058+79,566+35.29%$60,489,951
AMER.INTL GRP NEW DL 2,50AIGFinancial Services1.40%758,935+140,513+22.72%$57,109,859
EATON CORP.PLC DL -,01ETNOther1.36%154,281+153,666+24986.34%$55,181,685
SEMPRASREUtilities1.33%555,569-175,681-24.02%$53,984,640
MASTERCARD INC.A DL-,0001MAFinancial Services1.31%106,498+10,329+10.74%$53,212,791
DOMINION ENERGY INC.DUtilities1.30%856,365-228,767-21.08%$52,940,484
PALO ALTO NETWKS DL-,0001PANWTechnology1.20%305,576+94,128+44.52%$48,989,944
META PLATF. A DL-,000006METACommunication Services1.18%84,247+6,134+7.85%$48,200,236
PACCAR INC. DL 1PCARIndustrials1.16%409,192-251,850-38.10%$47,261,676
ARCHER DANIELS MIDLANDADMConsumer Defensive1.15%642,797-395,355-38.08%$46,724,914
ATMOS EN. CORP.ATOUtilities1.14%251,761-179-0.07%$46,505,292
APPLIED MATERIALS INC.AMATTechnology1.12%133,857+124,695+1361.00%$45,750,984
HOWMET AEROSPACE DL-,01HWMIndustrials1.11%195,422+24,469+14.31%$45,036,954
ARES MNGMT CORP.CL.AARESFinancial Services1.10%410,383+410,383+100.00%$44,772,785
WEYERHAEUSER CO. DL 1,25WYReal Estate1.09%1,809,185-503,641-21.78%$44,198,390
HONEYWELL INTL DL1HONIndustrials1.05%188,189+188,189+100.00%$42,536,360
DEUTSCHE BANK AG NA O.N.DBOther0.97%1,361,924+1,361,924+100.00%$39,410,680
ADVANCED MIC.DEV. DL-,01AMDTechnology0.96%191,130+3,917+2.09%$38,881,576
INTERCONTINENTAL EXCH.INCICEFinancial Services0.95%244,650+244,650+100.00%$38,478,552
TJX COS INC. DL 1TJXConsumer Cyclical0.92%235,415-49,825-17.47%$37,595,775
AMPHENOL CORP. A DL-,001APHTechnology0.91%293,108+24,393+9.08%$37,034,196
VISA INC. CL. A DL -,0001VFinancial Services0.91%122,010-19,384-13.71%$36,876,302
CADENCE DESIGN SYS DL-,01CDNSTechnology0.87%127,593+116,214+1021.30%$35,454,267
KLA CORP. DL -,001KLACTechnology0.85%23,446-5,705-19.57%$34,522,125
AUTOM. DATA PROC. DL -,10ADPTechnology0.85%169,862+168,849+16668.21%$34,512,561
THERMO FISH.SCIENTIF.DL 1TMOHealthcare0.85%70,172+7,922+12.73%$34,491,643
ABBVIE INC. DL-,01ABBVHealthcare0.81%151,621-62,650-29.24%$32,976,051
INTUITIVE SURGIC. DL-,001ISRGHealthcare0.74%65,349+65,349+100.00%$30,125,235
LOGITECH INTL NA SF -,25H50430232Other0.71%320,173+51,335+19.10%$28,831,717
WATERS CORP. DL-,01WATHealthcare0.48%65,019+53,862+482.76%$19,362,658
BRISTOL-MYERS SQUIBBDL-10BMYHealthcare0.47%316,534+254,813+412.85%$19,197,787
VERIZON COMM. INC. DL-,10VZCommunication Services0.47%379,562-63,150-14.26%$19,054,012
ALLSTATE CORP. DL-,01ALLFinancial Services0.43%84,219+48,155+133.53%$17,461,967
UBER TECH. DL-,00001UBERTechnology0.43%242,679-130,523-34.97%$17,455,900
FORTIVE CORP. DL-,01FTVTechnology0.41%302,239+208,304+221.75%$16,707,772
SUN LIFE FINANCIAL INC.SLFFinancial Services0.40%259,903+224,649+637.23%$16,230,579
INTEL CORP. DL-,001INTCTechnology0.39%355,811+350,884+7121.66%$15,701,939
DECKERS OUTDOOR DL-,01DECKConsumer Cyclical0.36%144,378+144,378+100.00%$14,450,794
KINROSS GOLD CORP.KGCBasic Materials0.35%473,741+344,495+266.54%$14,437,490
MARVELL TECH. GRP DL-,002MRVLTechnology0.35%144,230+93,508+184.35%$14,285,982
AUTOZONE INC. DL-,01AZOConsumer Cyclical0.35%4,203+4,203+100.00%$14,196,809
TAIWAN SEMICON.MANU.ADR/5TSMTechnology0.35%41,732+2,730+7.00%$14,103,329
CHARLES SCHWAB CORP.DL-01SCHWFinancial Services0.34%145,410+42,247+40.95%$13,665,632
HEWLETT PACKARD ENT.HPETechnology0.33%565,165+142,750+33.79%$13,456,579
LPL FINANCIAL HLDS DL-,01LPLAFinancial Services0.28%37,605+3,923+11.65%$11,312,712
HCA HEALTHCARE INC.DL-,01HCAHealthcare0.25%21,866-2,379-9.81%$10,347,866
NEWMONT CORP. DL 1,60NEMBasic Materials0.25%95,067+83,576+727.32%$10,291,003
CIGNA GROUP, THE DL 1CIHealthcare0.25%37,954+23,562+163.72%$10,124,230
LAM RESEARCH CORP. NEWLRCXOther0.25%47,151-23,717-33.47%$10,074,283
AMERIPRISE FINL DL-,01AMPFinancial Services0.23%21,316+19,460+1048.49%$9,472,830
ROPER TECHNOLOGIES DL-,01ROPTechnology0.23%26,200-32,176-55.12%$9,268,250
WESTN DIGITAL DL-,01WDCTechnology0.22%33,179-14,761-30.79%$8,974,588
EBAY INC. DL-,001EBAYConsumer Cyclical0.21%93,936+93,936+100.00%$8,550,055
UTD PARCEL SE.B DL-01UPSIndustrials0.20%83,657+29,566+54.66%$8,230,176
AUTODESK INC.ADSKTechnology0.20%33,655+15,346+83.82%$8,057,007
SOLVENTUM CORP. DL-,01SOLVHealthcare0.19%121,422+121,422+100.00%$7,928,857
SALESFORCE INC. DL-,001CRMTechnology0.19%41,442+40,092+2969.78%$7,735,978
MORGAN STANLEY DL-,01MSFinancial Services0.19%46,843-869-1.82%$7,708,953
TARGET CORP. DL-,0833TGTConsumer Defensive0.16%55,161+55,161+100.00%$6,685,513
NETAPP INC.NTAPTechnology0.15%61,103+23,182+61.13%$6,256,336
CITIZENS FINL GROUP DL-01CFGFinancial Services0.15%104,009+40,000+62.49%$6,237,420
BOOKING HLDGS DL-,008BKNGConsumer Cyclical0.15%1,437-8,258-85.18%$6,050,230
PRINCIPAL FINL GRP DL-,01PFGFinancial Services0.14%62,847-13,357-17.53%$5,663,143
DISNEY (WALT) CO.DISCommunication Services0.13%54,781-9,377-14.62%$5,279,793
DELTA AIR LINES INC.DALIndustrials0.13%78,501-172,849-68.77%$5,218,746
SERVICENOW INC. DL-,001NOWTechnology0.13%49,028-34,077-41.00%$5,125,877
SYNCHRONY FIN. DL-,001SYFFinancial Services0.13%75,148+75,148+100.00%$5,111,567
PTC INC. DL -,01PTCTechnology0.12%35,377+35,377+100.00%$5,040,869
FABRINET DL-,01FNOther0.12%9,606+210+2.23%$5,009,721
COMCAST CORP. A DL-,01CMCSACommunication Services0.12%164,659+42,741+35.06%$4,727,360
HP INC DL -,01HPQTechnology0.11%240,338+129,604+117.04%$4,616,893
BIOGEN INC. DL -,0005BIIBHealthcare0.11%23,942+23,942+100.00%$4,389,287
SYNOPSYS INC. DL-,01SNPSTechnology0.11%11,017+457+4.33%$4,368,020
JOHNSON & JOHNSON DL 1JNJHealthcare0.11%17,734-2,819-13.72%$4,334,899
LABCORP HLDGS INC. O.N.LHHealthcare0.09%13,816+13,816+100.00%$3,686,247