RTW Investments’s Insmed INSM Stock Holding History

RTW Investments’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	$516M	Hold	4,842,880	–	–	4.41%	6
2026 Q1	$792M	Buy	4,842,880 +1	+0%	+$154	7.88%	2
2025 Q4	$843M	Buy	4,842,879 +1,758,321	+57%	+$321M	8.44%	2
2025 Q3	$444M	Hold	3,084,558	–	–	5.47%	5
2025 Q2	$310M	Buy	3,084,558 +70,000	+2%	+$5.35M	4.42%	6
2025 Q1	$230M	Hold	3,014,558	–	–	3.52%	10
2024 Q4	$208M	Sell	3,014,558 -257,450	-8%	-$18.5M	3.15%	11
2024 Q3	$239M	Sell	3,272,008 -368,100	-10%	-$27.2M	3.46%	11
2024 Q2	$244M	Buy	3,640,108 +1,775,000	+95%	+$68.8M	3.78%	8
2024 Q1	$50.6M	Hold	1,865,108	–	–	0.75%	39
2023 Q4	$57.8M	Hold	1,865,108	–	–	0.9%	32
2023 Q3	$47.1M	Buy	1,865,108 +865,108	+87%	+$19.8M	0.99%	26
2023 Q2	$21.1M	Buy	+1,000,000	New	+$19M	0.4%	36

Other funds holding INSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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

RTW Investments's INSM Position: Q2 2026 in Review

RTW Investments held its Insmed (INSM) position steady in Q2 2026 at 4,842,880 shares worth $516M. The position accounts for 4.41% of the portfolio, ranked #6.

RTW Investments first reported a position in INSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $843M in Q4 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

RTW Investments held 4,842,880 shares of Insmed worth $516M as of Q2 2026.
RTW Investments left its Insmed share count unchanged in Q2 2026.
Insmed made up 4.41% of RTW Investments's portfolio in Q2 2026, its #6 holding.
RTW Investments first reported a position in Insmed in Q2 2023 and has held it in 13 quarters since.
RTW Investments's Insmed position peaked at $843M in Q4 2025.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on RTW Investments's 13F filing for Q2 2026, filed 14 Aug 2026.