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Sumitomo Life Insurance’s Trex TREX Stock Holding History

Sumitomo Life Insurance’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,807
Closed -$588K – 278
2025
Q2 		$588K Sell
10,807
-12,219
-53% -$693K 0.04% 227
2025
Q1 		$1.34M Sell
23,026
-189
-0.8% -$12.3K 0.05% 156
2024
Q4 		$1.6M Sell
23,215
-632
-3% -$44.5K 0.03% 142
2024
Q3 		$1.59M Buy
23,847
+500
+2% +$35.1K 0.03% 144
2024
Q2 		$1.73M Buy
23,347
+1,194
+5% +$104K 0.04% 128
2024
Q1 		$2.21M Sell
22,153
-571
-3% -$50.8K 0.06% 110
2023
Q4 		$1.88M Sell
22,724
-713
-3% -$47.3K 0.06% 115
2023
Q3 		$1.44M Buy
23,437
+7,190
+44% +$493K 0.04% 134
2023
Q2 		$1.07M Buy
16,247
+898
+6% +$50.1K 0.05% 170
2023
Q1 		$747K Sell
15,349
-120
-0.8% -$6.07K 0.06% 210
2022
Q4 		$655K Sell
15,469
-655
-4% -$29.7K 0.05% 222
2022
Q3 		$708K Buy
16,124
+1,960
+14% +$105K 0.03% 216
2022
Q2 		$771K Buy
14,164
+2,049
+17% +$124K 0.02% 214
2022
Q1 		$791K Sell
12,115
-356
-3% -$31.7K 0.02% 225
2021
Q4 		$1.68M Sell
12,471
-278
-2% -$33.4K 0.04% 149
2021
Q3 		$1.3M Sell
12,749
-448
-3% -$46.8K 0.03% 176
2021
Q2 		$1.35M Sell
13,197
-2,621
-17% -$265K 0.04% 182
2021
Q1 		$1.45M Buy
+15,818
New +$1.49M 0.06% 187

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sumitomo Life Insurance's TREX Position: Q3 2025 in Review

Sumitomo Life Insurance sold out of Trex (TREX) in Q3 2025, closing a stake of 10,807 shares — an estimated $588K sold.

Sumitomo Life Insurance first reported a position in TREX in Q1 2021 and held it in 18 quarters. The position peaked at $2.21M in Q1 2024. 464 funds tracked by Wall St. Rank hold TREX as of Q3 2025.

  • Sumitomo Life Insurance reported no remaining Trex position as of Q3 2025 after selling out during the quarter.
  • Sumitomo Life Insurance sold 10,807 Trex shares in Q3 2025, an estimated $588K.
  • Sumitomo Life Insurance first reported a position in Trex in Q1 2021 and held it in 18 quarters.
  • Sumitomo Life Insurance's Trex position peaked at $2.21M in Q1 2024.
  • 464 funds tracked by Wall St. Rank held Trex as of Q3 2025.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.