Murphy Pohlad Asset Management LLC - Q42025 Holdings

Murphy Pohlad Asset Management LLC holds 125 stocks with a total portfolio value of $ 260.44M as of Q42025. In Q42025, Murphy Pohlad Asset Management LLC added 4 new positions, increased stakes in 29 stocks, reduced 45 holdings, and fully exited 5 positions. The largest holding is Travelers Companies Inc (TRV), representing 3.63% of the total portfolio.