Groupe des Assurances du Credit Mutuel

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Groupe des Assurances du Credit Mutuel reported 5 stock positions worth $379.4 million. Its top holding was Stellantis (STLA) at 51.7% of the portfolio, followed by CRH (CRH, 15.6%) and Ferrari (RACE, 12.4%).

Most Recent 13F
Q2 2026
Location
STRASBOURG, I0
CIK
0002056266
Portfolio Value
$379.4M (Q4 2024)
SEC Filing
0000945621-25-000209 ↗ filed Feb 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $379.4M $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 Q2 2026

Holdings 5 stocks · $379.4M
STLA Stellantis NV 51.72% 15,038,191 $196.2M —
CRH CRH PLC 15.55% 637,777 $59.0M —
RACE Ferrari NV 12.37% 110,500 $46.9M —
MSFT Microsoft Corp. 10.40% 93,600 $39.5M —
LIN Linde PLC 9.96% 90,243 $37.8M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

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