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Conning, Inc.
Woody Bradford · Asset Manager · Fixed Income
Conning, Inc. is a leading global investment management firm specializing in the insurance industry. Founded in 1912 by William Smith Conning in Hartford, Connecticut, the firm has a long-standing history of providing customized investment solutions, risk modeling software, and proprietary industry research. Originally focused on serving insurance companies, Conning has expanded its reach to support various institutional investors, including pension plans, across North America, Europe, and Asia. The firm is known for its deep expertise in fixed income and its proprietary risk management tools, which are integral to its disciplined investment process. In 2024, Conning became part of the Generali Investments platform, further enhancing its global scale and capabilities as the asset management arm of the Generali Group. The institution is recognized for its commitment to fundamental analysis and its ability to tailor strategies to meet specific client risk profiles and financial objectives.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.9% |
| YTD return | +7.0% |
| Sharpe ratio | 3.46 |
| Win rate | 34% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Oct 2, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.conning.com |
Current Holdings
Updated on Oct 2, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| VLO | Valero Energy Corporation | 5.9% | +58.3% |
| MRK | Merck & Company Inc | 5.8% | +14.5% |
| TRV | The Travelers Companies Inc | 5.3% | -2.0% |
| JPM | JPMorgan Chase & Co | 5.2% | +8.7% |
| ABBV | AbbVie Inc | 5.2% | +7.1% |
| BBY | Best Buy Co. Inc | 5.2% | -3.1% |
| AMGN | Amgen Inc | 5.1% | -0.8% |
| DGX | Quest Diagnostics Incorporated | 5.0% | -2.4% |
| GILD | Gilead Sciences Inc | 4.9% | -0.2% |
| ADP | Automatic Data Processing Inc | 4.9% | -3.3% |
| ABT | Abbott Laboratories | 4.8% | -9.0% |
| KO | The Coca-Cola Company | 4.8% | -5.5% |
| JNJ | Johnson & Johnson | 4.8% | -3.9% |
| BMY | Bristol-Myers Squibb Company | 4.8% | -5.0% |
| PFG | Principal Financial Group Inc | 4.8% | -4.1% |
| XOM | Exxon Mobil Corp | 4.8% | +1.0% |
| CVX | Chevron Corp | 4.7% | -1.3% |
| RTX | Raytheon Technologies Corp | 4.7% | -16.2% |
| USB | U.S. Bancorp | 4.7% | +1.8% |
| ITW | Illinois Tool Works Inc | 4.6% | -3.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 28, 2026 | SELL | JNJ | 4.7% → 4.8% |
| Sep 28, 2026 | BUY | RTX | 4.7% → 4.7% |
| Sep 28, 2026 | SELL | ABBV | 5.1% → 5.2% |
| Sep 28, 2026 | SELL | GILD | 4.9% → 4.9% |
| Sep 28, 2026 | BUY | BBY | 5.3% → 5.2% |
Investment Style Analysis
Conning, Inc. is widely recognized for employing a Fixed Income strategy. As of Oct 2, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Oil & Gas Integrated sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 28, Conning, Inc. made a significant move by reducing the position in JNJ. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Conning’s investment philosophy centers on aligning investment strategies with the unique business goals, risk tolerances, and long-term operating objectives of institutional clients, particularly insurers. The firm utilizes a disciplined investment process grounded in fundamental research and proprietary analysis to drive performance through sector rotation and security selection. Central to their strategy is the integration of award-winning risk management technology, which allows for sophisticated strategic asset allocation and downside risk analysis. By combining deep insurance industry expertise with specialized asset class capabilities, Conning seeks to deliver tailored results that enhance portfolio resilience and support long-term financial stability.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Conning, Inc..
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Frequently asked questions
How is the simulated portfolio for Conning, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Conning, Inc.'s largest holding?
As of the latest filing, Conning, Inc.'s top position is Valero Energy Corporation (VLO), representing 5.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Conning, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +16.9% with a win rate of 34%. Notably, the portfolio maintains a Sharpe Ratio of 3.46, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Conning, Inc. primarily invest in?
Conning, Inc. has a strong preference for the Drug Manufacturers - General sector, which makes up 30.6% of their disclosed assets. The portfolio also has exposure to Oil & Gas Integrated, indicating a specific thematic focus.
Is Conning, Inc.'s portfolio concentrated or diversified?
Conning, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 17.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Conning, Inc. performed in 2026?
Our AI-simulated model portfolio for Conning, Inc. tracks a Year-to-Date (YTD) return of +7.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Woody Bradford manage Conning, Inc. directly?
Yes, Woody Bradford serves as the key portfolio manager for Conning, Inc., overseeing the investment strategy and final capital allocation decisions.