Northwestern Mutual Wealth Management
MRCC

Northwestern Mutual Wealth Management’s Monroe Capital Corp MRCC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.05K Hold
1,533
– – ﹤0.01% 3192
2025
Q4 		$9.77K Hold
1,533
– – ﹤0.01% 3006
2025
Q3 		$10.8K Hold
1,533
– – ﹤0.01% 2879
2025
Q2 		$9.75K Hold
1,533
– – ﹤0.01% 2808
2025
Q1 		$12K Hold
1,533
– – ﹤0.01% 2680
2024
Q4 		$13K Hold
1,533
– – ﹤0.01% 2650
2024
Q3 		$12.4K Sell
1,533
-100
-6% -$770 ﹤0.01% 2612
2024
Q2 		$12.4K Buy
1,633
+100
+7% +$738 ﹤0.01% 2568
2024
Q1 		$11K Hold
1,533
– – ﹤0.01% 2608
2023
Q4 		$10.8K Hold
1,533
– – ﹤0.01% 2605
2023
Q3 		$11.4K Hold
1,533
– – ﹤0.01% 2498
2023
Q2 		$12.5K Hold
1,533
– – ﹤0.01% 2487
2023
Q1 		$11.7K Sell
1,533
-1,000
-39% -$8.12K ﹤0.01% 2455
2022
Q4 		$21.6K Hold
2,533
– – ﹤0.01% 2224
2022
Q3 		$18K Hold
2,533
– – ﹤0.01% 2264
2022
Q2 		$23K Hold
2,533
– – ﹤0.01% 2194
2022
Q1 		$27K Hold
2,533
– – ﹤0.01% 2182
2021
Q4 		$28K Hold
2,533
– – ﹤0.01% 2191
2021
Q3 		$26K Hold
2,533
– – ﹤0.01% 2131
2021
Q2 		$27K Hold
2,533
– – ﹤0.01% 2071
2021
Q1 		$25K Hold
2,533
– – ﹤0.01% 1976
2020
Q4 		$20K Sell
2,533
-170
-6% -$1.31K ﹤0.01% 1967
2020
Q3 		$18K Buy
2,703
+170
+7% +$1.16K ﹤0.01% 1827
2020
Q2 		$18K Hold
2,533
– – ﹤0.01% 1748
2020
Q1 		$18K Hold
2,533
– – ﹤0.01% 1730
2019
Q4 		$28K Buy
2,533
+1,533
+153% +$16.8K ﹤0.01% 1640
2019
Q3 		$11K Hold
1,000
– – ﹤0.01% 1903
2019
Q2 		$12K Hold
1,000
– – ﹤0.01% 1900
2019
Q1 		$12K Hold
1,000
– – ﹤0.01% 1893
2018
Q4 		$10K Hold
1,000
– – ﹤0.01% 1836
2018
Q3 		$14K Sell
1,000
-1,814
-64% -$24.7K ﹤0.01% 1808
2018
Q2 		$38K Buy
+2,814
New +$37.5K ﹤0.01% 1357

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Northwestern Mutual Wealth Management's MRCC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 1,533 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

Northwestern Mutual Wealth Management first reported a position in MRCC in Q2 2018 and has held it in 32 quarters since. The position peaked at $38K in Q2 2018. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,533 shares of Monroe Capital Corp worth $7.05K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its Monroe Capital Corp share count unchanged in Q1 2026.
  • Monroe Capital Corp made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3192 holding.
  • Northwestern Mutual Wealth Management first reported a position in Monroe Capital Corp in Q2 2018 and has held it in 32 quarters since.
  • Northwestern Mutual Wealth Management's Monroe Capital Corp position peaked at $38K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.