account_balance
Investment manager · 13F filer · SEC CIK 1569148
Murphy Pohlad Asset Management LLC
Reported value$288Mas of Sep 30, 2026
Positions140 11 new, 6 sold out
Top 10 weight24.8%TRV alone is 4%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TRVTravelers Companies, Inc.
3.8%Trimmed −5%
AEMAgnico Eagle Mines Ltd
2.9%
COPConocoPhillips
2.8%Trimmed −4%
BRK-BBerkshire Hathaway Inc
2.7%Trimmed −3%
INTCIntel Corp
2.6%Trimmed −11%
SLBSLB Limited
2.1%
CTVACorteva, Inc.
2.0%
MDTMedtronic PLC
2.0%Added +3%
EMREmerson Electric Co
1.9%
MSFTMicrosoft Corp
1.9%Trimmed −3%
APAAPA Corp
1.9%Trimmed −5%
UNPUnion Pacific Corp
1.9%
TRVTravelers Companies, Inc.
3.8%−5%
AEMAgnico Eagle Mines Ltd
2.9%
COPConocoPhillips
2.8%
BRK-BBerkshire Hathaway Inc
2.7%−3%
INTCIntel Corp
2.6%−11%
SLBSLB Limited
2.1%
CTVACorteva, Inc.
2.0%
MDTMedtronic PLC
2.0%
EMREmerson Electric Co
1.9%
MSFTMicrosoft Corp
1.9%
APAAPA Corp
1.9%
UNPUnion Pacific Corp
1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TRV Travelers Companies, Inc. 3.8% Trimmed −5%AEM Agnico Eagle Mines Ltd 2.9% HeldCOP ConocoPhillips 2.8% Trimmed −4%BRK-B Berkshire Hathaway Inc 2.7% Trimmed −3%INTC Intel Corp 2.6% Trimmed −11%SLB SLB Limited 2.1% HeldCTVA Corteva, Inc. 2.0% HeldMDT Medtronic PLC 2.0% Added +3%EMR Emerson Electric Co 1.9% HeldMSFT Microsoft Corp 1.9% Trimmed −3%APA APA Corp 1.9% Trimmed −5%UNP Union Pacific Corp 1.9% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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