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.
Latest 13F Filing Activity
Conning Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 314 equity positions with a total 13F market value of $3B. The fund increased holdings in SPDR S&P 500 Etf TR, Nvidia Corporation, Vanguard Admiral FDS Inc. among other positions. Conning Inc. reduced exposure to Ishares TR, Ishares TR, Conocophillips among others.
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 |
Industry Allocation
Investment Team (23)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Equity Analyst | Hartford, CT , United States | |
D Delando Clarke | Senior Associate | Hartford, CT , United States | |
 | Vice President, Investment Research | Hartford, CT , United States | |
 | Vice President of Investment Systems | Longmeadow, MA , United States | |
 | Vice President, Investment Applications | Hartford, CT , United States | |
 | Vice President- Structured Product Trading | New York, NY , United States | |
K Karen Kelleher | Portfolio Manager | Hartford, CT , United States | |
R Raymond Crosby | Vice President, Portfolio Management | Hartford, CT , United States | |
 | Head of Quantitative Research | New York, NY , United States | |
A Andrea Chang | Portfolio Manager | CT , United States |