Tokio Marine Asset Management 13F: Adds $4.9M to GOOGL Stake

Tokio Marine Asset Management has boosted its position in Alphabet Inc. (GOOGL) by 14,266 shares, bringing its total holdings to 326,643 shares. This increase, valued at about $4.9 million, was disclosed in a filing on October 26, 2026.

GOOGL Alphabet Inc.

$320.21 ▲ +1.80% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where Alphabet Fits in Tokio Marine Asset Management's Portfolio

This new stake represents a 4.6% increase in Tokio Marine’s holdings of Alphabet. The investment now makes up 7.7% of the fund's total reported value of approximately $1.46 billion, placing it fourth among its 503 positions.

Other Institutional Activity in Alphabet Inc.

On the same day, Gf Fund Management increased its Alphabet holdings by 20,564 shares, totaling 451,041 shares worth about $155.2 million. Meanwhile, UniSuper Management trimmed its stake by 77,696 shares, bringing its total to 2,043,250 shares valued at approximately $703.0 million.

Alphabet Inc. Stock Down 1.0%

As of October 27, 2026, Alphabet shares were recently traded around $316.89, which is about 1.0% below the closing price of $320.21 on October 23, 2026. The stock is currently 22.4% below its 52-week high of $408.61 and about 19.9% above its 52-week low of $264.28.

Recent Earnings

Alphabet reported trailing twelve-month revenue of $445.9 billion, with a net margin of 54.8%. The company's next earnings report is expected on October 28, 2026.

Insider Buying and Selling at Alphabet Inc.

Several insiders have sold shares recently. Kavitark Ram Shriram, a director, sold 33,566 shares on July 18, 2025, for about $6.2 million at an average price of $185.76. He also sold 26,000 shares on August 15, 2025, for approximately $5.3 million at an average price of $205.00. Additionally, John L. Hennessy sold 600 shares on January 13, 2026, valued at about $202,514, and another 600 shares on February 13, 2026, for approximately $184,037.

Analysts Set New Price Targets

Analysts have maintained various ratings on Alphabet. On October 14, 2026, UBS kept a Neutral rating with a price target of $380.00. JP Morgan maintained an Overweight rating with a target of $425.00 on October 15, 2026. Keybanc also maintained an Overweight rating but adjusted its target to $410.00 on October 19, 2026. BMO Capital maintained an Outperform rating with a target of $480.00 on October 20, 2026, while Citizens set a Market Outperform rating with a target of $450.00 on October 22, 2026.

About Alphabet Inc.

Alphabet Inc. is the parent company of Google, offering a wide range of products and services across various segments, including Google Services and Google Cloud. The company is a major player in internet content and information, with services like ads, search, and YouTube.

Bottom Line

Investors will be watching Alphabet's upcoming earnings report on October 28, 2026. Tokio Marine Asset Management's recent filing highlights its increased confidence in Alphabet, marking a notable change in its portfolio strategy.