Munich Reinsurance Co Stock Corp in Munich Last Quarter Change: USA Stocks, Unchanged

Munich Reinsurance Co Stock Corp in Munich quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Munich Reinsurance Co Stock Corp in Munich opened 35 positions, added to 57, reduced 56, sold out of 45 and left 14 unchanged. The largest increase in value was MSFT (+$95,251,137); the largest decrease was CSCO (-$60,985,119).

CVX: Country of operation United States; Class COM; Shares 2026-03-31 427,352; Shares 2026-06-30 427,352.
MTB: Country of operation United States; Class COM; Shares 2026-03-31 296,290; Shares 2026-06-30 296,290.
ATO: Country of operation United States; Class COM; Shares 2026-03-31 251,761; Shares 2026-06-30 251,761.
MRSH: Country of operation United States; Class COM; Shares 2026-03-31 460,618; Shares 2026-06-30 460,618.

Two Form 13F-HR filings compared (SEC CIK 2090208): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
CVX CHEVRON CORP. DL-,75	United States	COM	427,352	427,352	$88,419,129	$70,837,868	-$17,581,261
MTB M & T BANK DL-,50	United States	COM	296,290	296,290	$61,249,069	$70,519,983	+$9,270,914
ATO ATMOS EN. CORP.	United States	COM	251,761	251,761	$46,505,292	$43,370,867	-$3,134,425
MRSH MARSH & MCLENNAN COS.INC.D1	United States	COM	460,618	460,618	$79,894,192	$76,771,202	-$3,122,990
SRE SEMPRA	United States	COM	555,569	555,569	$53,984,640	$51,506,802	-$2,477,838
HPQ HP INC DL -,01	United States	COM	240,338	240,338	$4,616,893	$5,273,016	+$656,123
ROP ROPER TECHNOLOGIES DL-,01	United States	COM	26,200	26,200	$9,268,250	$8,868,700	-$399,550
GLPI GAMING & LEISURE PROP.	United States	COM	1,813,066	1,813,066	$80,445,738	$80,735,829	+$290,091
SUNB SUNBELT RNTL HLDGS DL-,01	United States	SHS	8,932	8,932	$559,510	$651,555	+$92,045
ACN ACCENTURE A DL-,0000225		IRELAND SHS CLASS A	874	874	$173,305	$108,761	-$64,544
ADBE ADOBE INC.	United States	COM	598	598	$145,362	$122,602	-$22,760
ZS ZSCALER INC. DL-,001	United States	COM	19,978	19,978	$2,802,714	$2,819,895	+$17,181
LOW LOWE'S COS INC. DL-,50	United States	COM	726	726	$171,539	$160,076	-$11,463
OTEX OPEN TEXT CORP.		COM	39,446	39,446	$876,234	$872,751	-$3,483

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