AMI
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Amica Mutual Insurance’s Morningstar MORN Stock Holding History

Amica Mutual Insurance’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$394K Buy
2,331
+427
+22% +$79.3K 0.03% 133
2025
Q4 		$414K Buy
1,904
+974
+105% +$211K 0.04% 130
2025
Q3 		$216K Buy
+930
New +$248K 0.02% 136

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Amica Mutual Insurance increased its Morningstar (MORN) stake by 22% in Q1 2026, buying an estimated $79.3K and bringing the position to 2,331 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #133.

Amica Mutual Insurance first reported a position in MORN in Q3 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Amica Mutual Insurance held 2,331 shares of Morningstar worth $394K as of Q1 2026.
  • Amica Mutual Insurance bought 427 Morningstar shares in Q1 2026, an estimated $79.3K.
  • Morningstar made up 0.03% of Amica Mutual Insurance's portfolio in Q1 2026, its #133 holding.
  • Amica Mutual Insurance first reported a position in Morningstar in Q3 2025 and has held it in 3 quarters since.
  • Amica Mutual Insurance's Morningstar position peaked at $414K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

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