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Davern Capital Partners’s Insmed INSM Stock Holding History

Davern Capital Partners’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.7M Buy
559,824
+377,262
+207% +$45.7M 10.18% 5
2026
Q1 		$29.9M Buy
+182,562
New +$28.1M 8.19% 3

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Davern Capital Partners's INSM Position: Q2 2026 in Review

Davern Capital Partners increased its Insmed (INSM) stake by 207% in Q2 2026, buying an estimated $45.7M and bringing the position to 559,824 shares worth $59.7M. The position accounts for 10.18% of the portfolio, ranked #5.

Davern Capital Partners first reported a position in INSM in Q1 2026 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Davern Capital Partners held 559,824 shares of Insmed worth $59.7M as of Q2 2026.
  • Davern Capital Partners bought 377,262 Insmed shares in Q2 2026, an estimated $45.7M.
  • Insmed made up 10.18% of Davern Capital Partners's portfolio in Q2 2026, its #5 holding.
  • Davern Capital Partners first reported a position in Insmed in Q1 2026 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Davern Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.