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MSI

Mitsui Sumitomo Insurance Portfolio holdings

AUM $4.15B
This Fund
S&P 500
This Quarter Est. Return
-5.48%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.9B
AUM Growth
+$353M
Cap. Flow
+$568M
Cap. Flow %
14.59%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
WRB icon
W.R. Berkley
WRB
+$568M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WRB icon
1
W.R. Berkley
WRB
$25.4B
$3.9B 100%
58,780,450
+8,253,939
+16% +$568M

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Mitsui Sumitomo Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Mitsui Sumitomo Insurance held 1 position worth $3.9B, up 10% from $3.54B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Mitsui Sumitomo Insurance deployed $568M of net new capital in Q1 2026, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.

  • Mitsui Sumitomo Insurance added most to W.R. Berkley in Q1 2026, an estimated $568M increase.
  • Mitsui Sumitomo Insurance's ten largest holdings make up 100% of its $3.9B portfolio in Q1 2026.
  • Mitsui Sumitomo Insurance opened 0 new positions and closed 0 in Q1 2026.
  • Mitsui Sumitomo Insurance's portfolio value rose 10% quarter-over-quarter to $3.9B.

Based on Mitsui Sumitomo Insurance's 13F filing for Q1 2026, filed 14 May 2026.