Amica Mutual Insurance’s Carlyle Group CG Stock Holding History

Amica Mutual Insurance’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	33,903 +2,137	+7%	+$100K	0.12%	97
2026 Q1	$1.54M	Hold	31,766	–	–	0.13%	97
2025 Q4	$1.88M	Hold	31,766	–	–	0.16%	84
2025 Q3	$1.99M	Hold	31,766	–	–	0.18%	80
2025 Q2	$1.63M	Sell	31,766 -3,483	-10%	-$150K	0.16%	83
2025 Q1	$1.54M	Hold	35,249	–	–	0.17%	85
2024 Q4	$1.78M	Hold	35,249	–	–	0.18%	86
2024 Q3	$1.52M	Buy	35,249 +4,047	+13%	+$170K	0.15%	97
2024 Q2	$1.25M	Sell	31,202 -9,478	-23%	-$409K	0.12%	104
2024 Q1	$1.91M	Hold	40,680	–	–	0.19%	87
2023 Q4	$1.66M	Sell	40,680 -15,685	-28%	-$516K	0.18%	91
2023 Q3	$1.7M	Hold	56,365	–	–	0.2%	93
2023 Q2	$1.8M	Buy	+56,365	New	+$1.65M	0.2%	93

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Amica Mutual Insurance's CG Position: Q2 2026 in Review

Amica Mutual Insurance increased its Carlyle Group (CG) stake by 6.7% in Q2 2026, buying an estimated $100K and bringing the position to 33,903 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #97.

Amica Mutual Insurance first reported a position in CG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.99M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Amica Mutual Insurance held 33,903 shares of Carlyle Group worth $1.43M as of Q2 2026.
Amica Mutual Insurance bought 2,137 Carlyle Group shares in Q2 2026, an estimated $100K.
Carlyle Group made up 0.12% of Amica Mutual Insurance's portfolio in Q2 2026, its #97 holding.
Amica Mutual Insurance first reported a position in Carlyle Group in Q2 2023 and has held it in 13 quarters since.
Amica Mutual Insurance's Carlyle Group position peaked at $1.99M in Q3 2025.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Amica Mutual Insurance's 13F filing for Q2 2026, filed 5 Aug 2026.