Opus Investment Management Inc.
OPUS Investment Management, Inc. is a US-based asset management firm and a subsidiary of The Hanover Insurance Group, located in Worcester, Massachusetts. The firm is focused on managing investment portfolios primarily for insurance company affiliates and institutional clients. The company was founded in 1983 and employs approximately 8 staff. As a specialized investment adviser, it provides portfolio management and investment strategies designed to meet the needs of institutional investors.
Investment Strategy
OPUS Investment Management Inc. primarily manages fixed income and equity portfolios with an emphasis on optimizing risk-adjusted returns for institutional clients such as insurance companies. The firm follows a conservative, disciplined investment process focused on capital preservation, income generation, and diversification, aligning with the long-term investment requirements of its clients.
Latest 13F Filing Activity
Opus Investment Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 29 equity positions with a total 13F market value of $150M. The fund increased holdings in Vanguard Index FDS, Microchip Technology Inc., Walmart Inc. among other positions. Opus Investment Management Inc. reduced exposure to Wec Energy Group Inc., Abbvie Inc., Pepsico Inc. among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 31.75% | $47.8M | 157,154 | $202.44 | $303.93 | +$13.4M |
W WMT | WALMART INC | 6.17% | $9.3M | 95,000 | $20.55 | $97.78 | +$949.0K |
A ABBV | ABBVIE INC | 5.14% | $7.7M | 41,700 | $53.12 | $185.62 | -$996.6K |
P PEG | PUBLIC SVC ENTERPRISE GRP IN | 4.50% | $6.8M | 80,500 | $38.03 | $84.18 | +$151.3K |
A AAPL | APPLE INC | 4.42% | $6.6M | 32,400 | $40.74 | $205.17 | -$549.5K |