Carson Wealth (CWM LLC)
SPNT icon

Carson Wealth (CWM LLC)’s SiriusPoint SPNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPNT Stock Details SPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$323K Buy
15,012
+1,418
+10% +$29.2K ﹤0.01% 2329
2025
Q4 		$298K Buy
13,594
+3,772
+38% +$75.6K ﹤0.01% 2261
2025
Q3 		$178K Buy
9,822
+6,862
+232% +$128K ﹤0.01% 2537
2025
Q2 		$60K Buy
2,960
+209
+8% +$3.84K ﹤0.01% 3135
2025
Q1 		$48K Buy
2,751
+213
+8% +$3.17K ﹤0.01% 3029
2024
Q4 		$42K Buy
2,538
+12
+0.5% +$173 ﹤0.01% 2936
2024
Q3 		$36K Buy
2,526
+237
+10% +$3.31K ﹤0.01% 2957
2024
Q2 		$28K Buy
2,289
+1,050
+85% +$13.1K ﹤0.01% 2901
2024
Q1 		$16K Sell
1,239
-540
-30% -$6.43K ﹤0.01% 3058
2023
Q4 		$21K Sell
1,779
-458
-20% -$4.83K ﹤0.01% 2755
2023
Q3 		$23K Sell
2,237
-29
-1% -$290 ﹤0.01% 2611
2023
Q2 		$20K Sell
2,266
-13
-0.6% -$119 ﹤0.01% 2648
2023
Q1 		$19K Buy
2,279
+21
+0.9% +$148 ﹤0.01% 2557
2022
Q4 		$13K Sell
2,258
-120
-5% -$705 ﹤0.01% 2666
2022
Q3 		$12K Buy
2,378
+2,074
+682% +$9.64K ﹤0.01% 2590
2022
Q2 		$2K Sell
304
-1,033
-77% -$6.2K ﹤0.01% 3409
2022
Q1 		$10K Buy
1,337
+940
+237% +$7.43K ﹤0.01% 2496
2021
Q4 		$3K Buy
+397
New +$3.5K ﹤0.01% 3034

Other funds holding SPNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPNT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SiriusPoint (SPNT) stake by 10% in Q1 2026, buying an estimated $29.2K and bringing the position to 15,012 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Carson Wealth (CWM LLC) first reported a position in SPNT in Q4 2021 and has held it in 18 quarters since. 246 funds tracked by Wall St. Rank hold SPNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,012 shares of SiriusPoint worth $323K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,418 SiriusPoint shares in Q1 2026, an estimated $29.2K.
  • SiriusPoint made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2329 holding.
  • Carson Wealth (CWM LLC) first reported a position in SiriusPoint in Q4 2021 and has held it in 18 quarters since.
  • 246 funds tracked by Wall St. Rank held SiriusPoint as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.