Groupe des Assurances du Credit Mutuel

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Groupe des Assurances du Credit Mutuel reported 1 stock position worth $8.0 million. Its top holding was Microsoft (MSFT) at 100.0% of the portfolio. Compared with Q1 2026, it sold out of 4 and reduced 1. The biggest sale was an exit from Stellantis (STLA).

Most Recent 13F
Q2 2026
Location
STRASBOURG, I0
CIK
0002056266
Portfolio Value
$8.0M (Q2 2026)
SEC Filing
0002056266-26-000005 ↗ filed Jul 23, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $379.4M Q4 2024 Q1 2025: $348.9M Q1 2025 Q2 2025: $353.6M Q2 2025 Q3 2025: $308.7M Q3 2025 Q4 2025: $294.9M Q4 2025 Q1 2026: $202.4M Q1 2026 Q2 2026: $8.0M $8.0M Q2 2026

Holdings 1 stocks · $8.0M
MSFT Microsoft Corp. 100.00% 21,560 $8.0M Reduce -77.0%

Portfolio Sells Q1 2026 → Q2 2026
STLA Stellantis NV Sold out 0.00% −35.22
RACE Ferrari NV Sold out 0.00% −30.94
CRH CRH PLC Sold out 0.00% −12.98
DB Deutsche Bank AG-Registered Sold out 0.00% −3.74
MSFT Microsoft Corp. Reduce -77.0% 100.00% +82.88

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$8.0MMSFT
Q1 2026 5$202.4MSTLA, RACE, MSFT, CRH, DB
Q4 2025 5$294.9MSTLA, RACE, MSFT, CRH, LIN
Q3 2025 5$308.7MSTELLANTIS N.V, FERRARI N V, MICROSOFT CORP, CRH, LIN
Q2 2025 5$353.6MSTLA, RACE, MSFT, CRH, LIN
Q1 2025 5$348.9MSTLA, RACE, CRH, LIN, MSFT
Q4 2024 5$379.4MSTLA, CRH, RACE, MSFT, LIN