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Penn Mutual Asset Management, LLC

CIK:0000855702
Asset Manager
$39B AUM
67 holdings
Conshohocken, PA, United States
Founded:1989
35 employees
Latest filing:Jun 30, 2025

Penn Mutual Asset Management, LLC, established in 1989, is a subsidiary of The Penn Mutual Life Insurance Company headquartered in Conshohocken, Pennsylvania. The firm specializes in asset management for institutions, primarily serving other insurance companies and investment companies. As of 2025, it manages $39.1 billion in assets and employs around 35 people, with a strong emphasis on investment management for the insurance and institutional market segments.

Investment Strategy

Penn Mutual Asset Management focuses on providing client-focused, fixed income investment solutions to institutional clients, notably insurance companies. Their approach is grounded in rigorous research and risk management, aiming to generate stable, long-term returns and capital preservation. The firm integrates disciplined portfolio management and strives to meet unique client objectives within the institutional marketplace.

Top Buys
R
RBRKRUBRIK INC.
+$2.1M
T
TTANSERVICETITAN INC
+$593.8K
B
BBARRICK MNG CORP
+$562.1K
A
ADEAADEIA INC
+$424.2K
B
BRZEBRAZE INC
+$413.2K
Top Sells
B
BMYBRISTOL-MYERS SQUIBB CO
-$585.5K
G
GOLDBARRICK GOLD CORP
-$524.9K
A
AGXARGAN INC
-$485.3K
U
UGIUGI CORP NEW
-$479.5K
A
AESAES CORP
-$425.7K

Top Holdings

W
WFC-PLWELLS FARGO CO NEW
+12.4%$7.0M
R
RBRKRUBRIK INC.
+8.3%$4.7M
N
NLYANNALY CAPITAL MANAGEMENT IN
+5.9%$3.3M
A
AGNCAGNC INVT CORP
+5.8%$3.3M
P
PFFISHARES TR
+5.3%$3.0M

Equity Positions (64)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
W
WFC-PL
WELLS FARGO CO NEW12.45%$7.0M6,000$1204.00$1174.13-$160.0K
R
RBRK
RUBRIK INC.8.35%$4.7M52,717$66.51$89.59+$2.1M
N
NLY
ANNALY CAPITAL MANAGEMENT IN5.91%$3.3M177,588$19.42$18.82-$264.6K
A
AGNC
AGNC INVT CORP5.85%$3.3M360,000$9.80$9.19-$140.4K
P
PFF
ISHARES TR5.28%$3.0M97,300$30.69$30.68-$4.9K

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+18.6%
NATIONAL COMMERCIAL BANKS
+13.0%
SERVICES-PREPACKAGED SOFTWARE
+12.5%
RETAIL-EATING PLACES
+3.7%
PHARMACEUTICAL PREPARATIONS
+2.8%