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
Q2 		– Sell
-2,331
Closed -$394K – 147
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

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Amica Mutual Insurance sold out of Morningstar (MORN) in Q2 2026, closing a stake of 2,331 shares — an estimated $394K sold.

Amica Mutual Insurance first reported a position in MORN in Q3 2025 and held it in 3 quarters. The position peaked at $414K in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Amica Mutual Insurance reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Amica Mutual Insurance sold 2,331 Morningstar shares in Q2 2026, an estimated $394K.
  • Amica Mutual Insurance first reported a position in Morningstar in Q3 2025 and held it in 3 quarters.
  • Amica Mutual Insurance's Morningstar position peaked at $414K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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