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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Amica Mutual Insurance's CG Position: Q1 2026 in Review

Amica Mutual Insurance held its Carlyle Group (CG) position steady in Q1 2026 at 31,766 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #97.

Amica Mutual Insurance first reported a position in CG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Amica Mutual Insurance held 31,766 shares of Carlyle Group worth $1.54M as of Q1 2026.
Amica Mutual Insurance left its Carlyle Group share count unchanged in Q1 2026.
Carlyle Group made up 0.13% of Amica Mutual Insurance's portfolio in Q1 2026, its #97 holding.
Amica Mutual Insurance first reported a position in Carlyle Group in Q2 2023 and has held it in 12 quarters since.
Amica Mutual Insurance's Carlyle Group position peaked at $1.99M in Q3 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Amica Mutual Insurance's 13F filing for Q1 2026, filed 6 May 2026.