Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH (CIK 1142433) reported $3.54B across 197 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: NVDA ($157.4M, 4.44%), MSFT ($145.5M, 4.10%), AVGO ($93.5M, 2.64%), PCAR ($80.3M, 2.27%), V ($76.4M, 2.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP. DL-,001 | $157.4M | 4.44% | 996,049 | Trimmed |
| 2 | MSFT | MICROSOFT DL-,00000625 | $145.5M | 4.10% | 292,419 | Trimmed |
| 3 | AVGO | BROADCOM INC. DL-,001 | $93.5M | 2.64% | 339,122 | Trimmed |
| 4 | PCAR | PACCAR INC. DL 1 | $80.3M | 2.27% | 844,469 | Added |
| 5 | V | VISA INC. CL. A DL -,0001 | $76.4M | 2.16% | 215,277 | Added |
| 6 | UL | UNILEVER ADR/1 LS-,031111 | $74.6M | 2.10% | 1.2M | Added |
| 7 | EMR | EMERSON EL. DL -,50 | $72.4M | 2.04% | 543,300 | Added |
| 8 | GOOGL | ALPHABET INC.CL.A DL-,001 | $70.8M | 2.00% | 401,672 | Trimmed |
| 9 | GILD | GILEAD SCIENCES DL-,001 | $70.2M | 1.98% | 632,892 | Added |
| 10 | MRK | MERCK CO. DL-,01 | $70.3M | 1.98% | 888,415 | Added |
| 11 | MA | MASTERCARD INC.A DL-,0001 | $69.1M | 1.95% | 123,015 | Added |
| 12 | AIG | AMER.INTL GRP NEW DL 2,50 | $68.4M | 1.93% | 798,852 | Trimmed |
| 13 | NDAQ | NASDAQ INC. DL -,01 | $66.5M | 1.88% | 743,463 | Added |
| 14 | AMZN | AMAZON.COM INC. DL-,01 | $65.0M | 1.83% | 296,234 | Trimmed |
| 15 | CVX | CHEVRON CORP. DL-,75 | $62.9M | 1.78% | 439,345 | Hold |
| 16 | PPG | PPG IND. INC. DL 1,666 | $62.7M | 1.77% | 551,217 | Added |
| 17 | LHX | L3HARRIS TECHS INC.DL-,01 | $60.7M | 1.71% | 241,980 | Added |
| 18 | CCI | CROWN CASTLE INC. | $60.4M | 1.70% | 587,994 | Added |
| 19 | GOOG | ALPHABET INC.CL.C DL-,001 | $59.8M | 1.69% | 336,864 | Trimmed |
| 20 | NXPI | NXP SEMICONDUCTORS EO-,20 | $59.6M | 1.68% | 272,835 | Added |
| 21 | GLPI | GAMING - LEISURE PROP. | $59.0M | 1.67% | 1.3M | Added |
| 22 | RJF | RAYMOND JAMES FIN. DL-,01 | $58.1M | 1.64% | 379,000 | Trimmed |
| 23 | META | META PLATF. A DL-,000006 | $57.8M | 1.63% | 78,373 | Trimmed |
| 24 | SRE | SEMPRA | $54.7M | 1.54% | 721,455 | Added |
| 25 | ELV | ELEVANCE HEALTH DL-,01 | $54.7M | 1.54% | 140,686 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30