MCM
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McRae Capital Management’s Insmed INSM Stock Holding History

McRae 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 		$6.06M Buy
56,836
+21,691
+62% +$2.63M 1.19% 31
2026
Q1 		$5.75M Buy
35,145
+8,470
+32% +$1.3M 1.19% 32
2025
Q4 		$4.64M Sell
26,675
-520
-2% -$94.9K 0.95% 29
2025
Q3 		$3.92M Buy
+27,195
New +$3.33M 0.78% 29

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

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

McRae Capital Management increased its Insmed (INSM) stake by 62% in Q2 2026, buying an estimated $2.63M and bringing the position to 56,836 shares worth $6.06M. The position accounts for 1.19% of the portfolio, ranked #31.

McRae Capital Management first reported a position in INSM in Q3 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • McRae Capital Management held 56,836 shares of Insmed worth $6.06M as of Q2 2026.
  • McRae Capital Management bought 21,691 Insmed shares in Q2 2026, an estimated $2.63M.
  • Insmed made up 1.19% of McRae Capital Management's portfolio in Q2 2026, its #31 holding.
  • McRae Capital Management first reported a position in Insmed in Q3 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.