MIM
AHL

Morningstar Investment Management’s Aspen Insurance AHL Stock Holding History

Morningstar Investment Management’s Portfolio AHL Stock Details AHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-49,491
Closed -$1.82M – 487
2025
Q3 		$1.82M Buy
+49,491
New +$1.63M 0.07% 266

Other funds holding AHL

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Morningstar Investment Management's AHL Position: Q4 2025 in Review

Morningstar Investment Management sold out of Aspen Insurance (AHL) in Q4 2025, closing a stake of 49,491 shares — an estimated $1.82M sold.

Morningstar Investment Management first reported a position in AHL in Q3 2025 and held it in 1 quarter. The position peaked at $1.82M in Q3 2025. 125 funds tracked by Wall St. Rank hold AHL as of Q4 2025.

  • Morningstar Investment Management reported no remaining Aspen Insurance position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 49,491 Aspen Insurance shares in Q4 2025, an estimated $1.82M.
  • Morningstar Investment Management first reported a position in Aspen Insurance in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Aspen Insurance position peaked at $1.82M in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Aspen Insurance as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.