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Munich Reinsurance’s Comcast CMCSA Stock Holding History

Munich Reinsurance’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
616,597
+451,938
+274% +$11.7M 0.33% 66
2026
Q1 		$4.73M Buy
164,659
+42,741
+35% +$1.28M 0.12% 96
2025
Q4 		$3.65M Sell
121,918
-50,127
-29% -$1.43M 0.09% 119
2025
Q3 		$5.41M Buy
+172,045
New +$5.77M 0.14% 99

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Munich Reinsurance's CMCSA Position: Q2 2026 in Review

Munich Reinsurance increased its Comcast (CMCSA) stake by 274% in Q2 2026, buying an estimated $11.7M and bringing the position to 616,597 shares worth $15.1M. The position accounts for 0.33% of the portfolio, ranked #66.

Munich Reinsurance first reported a position in CMCSA in Q3 2025 and has held it in 4 quarters since. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Munich Reinsurance held 616,597 shares of Comcast worth $15.1M as of Q2 2026.
  • Munich Reinsurance bought 451,938 Comcast shares in Q2 2026, an estimated $11.7M.
  • Comcast made up 0.33% of Munich Reinsurance's portfolio in Q2 2026, its #66 holding.
  • Munich Reinsurance first reported a position in Comcast in Q3 2025 and has held it in 4 quarters since.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Munich Reinsurance's 13F filing for Q2 2026, filed 24 Jul 2026.