Private Wealth Management Group’s SiriusPoint SPNT Stock Holding History

Private Wealth Management Group’s Portfolio SPNT Stock Details SPNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.7K	Sell	442 -2	-0.5%	-$49	﹤0.01%	604
2026 Q2	$10.7K	Hold	444	–	–	﹤0.01%	561
2026 Q1	$9.6K	Hold	444	–	–	﹤0.01%	534
2025 Q4	$9.7K	Hold	444	–	–	﹤0.01%	522
2025 Q3	$8.03K	Hold	444	–	–	﹤0.01%	597
2025 Q2	$9.05K	Sell	444 -114	-20%	-$2.1K	﹤0.01%	523
2025 Q1	$9.6K	Sell	558 -18	-3%	-$268	﹤0.01%	480
2024 Q4	$9.44K	Sell	576 -58	-9%	-$837	﹤0.01%	494
2024 Q3	$9.09K	Hold	634	–	–	﹤0.01%	483
2024 Q2	$7.74K	Sell	634 -5	-0.8%	-$62	﹤0.01%	528
2024 Q1	$8.12K	Hold	639	–	–	﹤0.01%	470
2023 Q4	$7.41K	Buy	+639	New	+$6.74K	﹤0.01%	482

Other funds holding SPNT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Private Wealth Management Group's SPNT Position: Q3 2026 in Review

Private Wealth Management Group reduced its SiriusPoint (SPNT) stake by 0.45% in Q3 2026, selling an estimated $49 and leaving 442 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Private Wealth Management Group first reported a position in SPNT in Q4 2023 and has held it in 12 quarters since. 115 funds tracked by Wall St. Rank hold SPNT as of Q3 2026.

Private Wealth Management Group held 442 shares of SiriusPoint worth $10.7K as of Q3 2026.
Private Wealth Management Group sold 2 SiriusPoint shares in Q3 2026, an estimated $49.
SiriusPoint made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #604 holding.
Private Wealth Management Group first reported a position in SiriusPoint in Q4 2023 and has held it in 12 quarters since.
115 funds tracked by Wall St. Rank held SiriusPoint as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.