Neutral impactCompany
LIC’s ₹15.5 lakh crore portfolio revealed: Stocks India’s largest domestic investor bought and sold in Q2
Economic Times 14 hrs ago·12 Nov 2026, 4:06 am
Life Insurance Corporation of India (LIC) has disclosed its equity portfolio for the September quarter, revealing a significant reshuffle of its massive ₹15.5 lakh crore holdings. The insurer, which remains India's largest domestic institutional investor, increased its stake in key blue-chip companies like Larsen & Toubro, Reliance Industries, and Bharti Airtel. Conversely, it reduced its exposure to major banks, including ICICI Bank and State Bank of India, and exited positions in consumer staples such as Nestle India. Despite this trading activity, the overall value of the portfolio saw a decline.
For investors, LIC's moves offer a glimpse into the long-term strategy of a massive institutional player. While the insurer is reducing exposure to some high-profile names, its continued accumulation in large-cap stocks suggests a preference for stability and growth. This data provides a useful benchmark for retail investors to compare their own holdings against those of a heavyweight market participant. Moving forward, investors should monitor whether LIC's shift towards specific sectors like infrastructure and telecom continues in the coming quarters.
Excerpt from Economic Times
Life Insurance Corporation of India made significant changes to its equity portfolio during the September quarter. The insurer invested in companies such as Larsen & Toubro, Reliance Industries, and Bharti Airtel, while selling shares in ICICI Bank, State Bank of India, and Nestle India. Despite a decline in overall…Read the original at Economic Times
Affected stocks
Neutral7 stocks
Life Insura Corp OF India
LICI Neutral
₹400.00
RELIANCE
RELIANCE Neutral
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SBIN
SBIN Neutral
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BHARTIARTL
BHARTIARTL Neutral
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LT
LT Neutral
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NESTLEIND
NESTLEIND Neutral
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ICICIBANK
ICICIBANK Neutral
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Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns Life Insura Corp OF India (LICI).
- Category: Company.
- Also mentions RELIANCE, SBIN, BHARTIARTL.
Why it matters
A routine update for Life Insura Corp OF India. Use the price and stock snapshot to gauge how the market is responding.
