PartnerRe Asset Management CORP

Wealth advisor Mechanical CIK 1301542
Long book
$138.0M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+3.8%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

PartnerRe Asset Management CORP is a wealth-management firm allocating client money, running a $138.0M US long book across 2 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHR IBX USD HIYLD CB ETF-UI, INVESCO S&P 500 EQUAL WEIGHT.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-0.2%
Q1 2026
+3.8%

Sector allocation

No sector data

Long book by quarter

$139.5M
Q4 2025
$138.0M
Q1 2026

What does PartnerRe Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 13, 20262$138.0M canonicalSEC ↗
Q4 202513F-HRJan 13, 20262$139.5M canonicalSEC ↗