CONNING INC.

PrivateCIK: 801051
Location

HARTFORD, CT

311
Positions
$3.01B
Total AUM (reported)
120.26M
Total Shares

Allocation by class

TOTAL AUM$3.01B311 positions
COM$2.14B71.0%
COM NEW$97.32M3.2%
TR UNIT$66.41M2.2%
CORE S&P500 ETF$64.32M2.1%
CL A$59.99M2.0%
CORE S&P SCP ETF$48.69M1.6%
MBS ETF$36.81M1.2%

Portfolio Concentration

Top 36.0%4–109.5%11–2518.4%Rest66.1%TOP 1015.5%0%100%
Top 3$179.42M6.0%
4–10$286.52M9.5%
11–25$553.24M18.4%
Rest$1.99B66.1%

Top 3 weight

6.0%

Top 10 weight

15.5%

Voting Authority Distribution

Total shares with voting rights: 120.26M

Sole

Full voting authority

120.26M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole311
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings311
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares102.12K
TypeSH
Market value$66.41M
2.21%
Sole
102.12K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares98.46K
TypeSH
Market value$64.32M
2.14%
Sole
98.46K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares391.66K
TypeSH
Market value$48.69M
1.62%
Sole
391.66K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares258.37K
TypeSH
Market value$43.84M
1.46%
Sole
258.37K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares313.70K
TypeSH
Market value$41.41M
1.38%
Sole
313.70K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares198.58K
TypeSH
Market value$41.09M
1.37%
Sole
198.58K
Shared
0.00
None
0.00

VALERO ENERGY CORP

SOLE
COM
Shares164.36K
TypeSH
Market value$40.61M
1.35%
Sole
164.36K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares136.71K
TypeSH
Market value$40.22M
1.34%
Sole
136.71K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares333.03K
TypeSH
Market value$40.06M
1.33%
Sole
333.03K
Shared
0.00
None
0.00

EOG RES INC

SOLE
COM
Shares271.86K
TypeSH
Market value$39.30M
1.31%
Sole
271.86K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares279.85K
TypeSH
Market value$38.05M
1.26%
Sole
279.85K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares487.60K
TypeSH
Market value$37.83M
1.26%
Sole
487.60K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares53.03K
TypeSH
Market value$37.57M
1.25%
Sole
53.03K
Shared
0.00
None
0.00

BANK NEW YORK MELLON CORP

SOLE
COM
Shares315.32K
TypeSH
Market value$37.41M
1.24%
Sole
315.32K
Shared
0.00
None
0.00

MORGAN STANLEY

SOLE
COM NEW
Shares225.68K
TypeSH
Market value$37.14M
1.23%
Sole
225.68K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares736.46K
TypeSH
Market value$36.97M
1.23%
Sole
736.46K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MBS ETF
Shares387.67K
TypeSH
Market value$36.81M
1.22%
Sole
387.67K
Shared
0.00
None
0.00

PNC FINL SVCS GROUP INC

SOLE
COM
Shares176.75K
TypeSH
Market value$36.78M
1.22%
Sole
176.75K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares38.10K
TypeSH
Market value$36.64M
1.22%
Sole
38.10K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares603.41K
TypeSH
Market value$36.60M
1.22%
Sole
603.41K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares114.79K
TypeSH
Market value$36.52M
1.21%
Sole
114.79K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares479.69K
TypeSH
Market value$36.48M
1.21%
Sole
479.69K
Shared
0.00
None
0.00

US BANCORP

SOLE
COM NEW
Shares697.08K
TypeSH
Market value$36.26M
1.20%
Sole
697.08K
Shared
0.00
None
0.00

MONDELEZ INTL INC

SOLE
CL A
Shares627.42K
TypeSH
Market value$36.16M
1.20%
Sole
627.42K
Shared
0.00
None
0.00

AFLAC INC

SOLE
COM
Shares328.38K
TypeSH
Market value$36.03M
1.20%
Sole
328.38K
Shared
0.00
None
0.00
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