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Davis Capital Management’s Insmed INSM Stock Holding History

Davis Capital Management’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 		$640 Buy
6
+4
+200% +$484 ﹤0.01% 566
2026
Q1 		$327 Hold
2
– – ﹤0.01% 481
2025
Q4 		$348 Hold
2
– – ﹤0.01% 470
2025
Q3 		$288 Buy
+2
New +$245 ﹤0.01% 492

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

Davis Capital Management's INSM Position: Q2 2026 in Review

Davis Capital Management increased its Insmed (INSM) stake by 200% in Q2 2026, buying an estimated $484 and bringing the position to 6 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Davis Capital Management first reported a position in INSM in Q3 2025 and has held it in 4 quarters since. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Davis Capital Management held 6 shares of Insmed worth $640 as of Q2 2026.
  • Davis Capital Management bought 4 Insmed shares in Q2 2026, an estimated $484.
  • Insmed made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #566 holding.
  • Davis Capital Management first reported a position in Insmed in Q3 2025 and has held it in 4 quarters since.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.