Conning Inc.
Conning Inc. is a leading global investment management firm headquartered in Hartford, Connecticut. Established in 1912, Conning specializes in serving the insurance industry and other institutional investors, providing tailored investment solutions, risk modeling software, and industry research. Conning is part of Generali Investments and has investment centers across Asia, Europe, and North America. The firm employs approximately 270 people, with a majority dedicated to investment roles.
Investment Strategy
Conning develops customized investment strategies focused on addressing the specific goals, needs, and risk tolerance of its clients, predominately insurance companies and other institutional investors. Their approach integrates advanced risk management tools and a disciplined investment process based on fundamental analysis, with broad expertise in fixed income, alternative assets, and multi-asset solutions designed to help clients achieve long-term financial goals while managing regulatory and business constraints.
Top Holdings
Equity Positions (314)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 3.32% | $96.8M | 156,633 | $261.57 | $617.85 | +$9.2M |
I IVV | ISHARES TR | 2.17% | $63.2M | 101,828 | $342.37 | $620.90 | +$6.0M |
I IJR | ISHARES TR | 1.48% | $43.1M | 394,331 | $59.08 | $109.29 | +$1.8M |
J JPM | JPMORGAN CHASE & CO. | 1.46% | $42.4M | 146,262 | $97.39 | $289.91 | +$3.6M |
C CAT | CATERPILLAR INC | 1.34% | $38.9M | 100,324 | $233.66 | $388.21 | +$2.9M |