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3 clusters · 2 sources · 2 days · First seen · Last updated

Categories: BUSINESS

Manufacturers Life Insurance portfolio rebalancing

Entities: Manufacturers Life Insurance Company · D.R. Horton, Inc. · Ecolab Inc. · Compound Planning Inc. · CommVault Systems, Inc.

Overview

Manufacturers Life Insurance Company continued active reshaping of its equity portfolio in late July 2026. On July 29, alongside expanding its holdings in Lithia Motors (up 22.5%) and CommVault Systems (up 19.3%), the insurer reduced positions in two other firms: it sold 73.1% of its Waste Management stake (544,348 shares) leaving 200,410 shares valued around $46 million, and trimmed Ecolab by 6.7% (selling 9,859 shares) to hold 136,762 shares worth roughly $36 million. Two days later, on July 31, the company cut its Adeia Inc. position by nearly a quarter and boosted its Sportradar Group AG stake more than nine‑fold, bringing the holding to 2.46 million shares valued about $41.2 million. These filings illustrate a pattern of simultaneous expansion into select mid‑cap names and strategic divestments from other holdings as the insurer rebalances its diversified portfolio across sectors.

Timeline

  1. about 7 hours ago

    [BUSINESS] 2 sources
    Manufacturers Life Insurance Company Adjusts Stakes in Adeia and Sportradar

    Manufacturers Life Insurance Company cut its Adeia stake by 24% to $44.6 M while nearly ten‑fold expanding its Sportradar holding to $41.2 M, per Q1 13F filings.

  2. 2 days ago

    [BUSINESS] 2 sources
    Manufacturers Life Insurance Company Cuts Stakes in Waste Management and Ecolab

    Manufacturers Life Insurance reduced its Waste Management stake by 73% and cut its Ecolab holding by 6.7% in Q1, ending with $46 M and $36 M worth of shares respectively.

  3. 2 days ago

    [BUSINESS] 2 sources
    Manufacturers Life Insurance Company Boosts Stakes in Lithia Motors and CommVault

    Manufacturers Life Insurance Company lifted its stakes in Lithia Motors (22.5% rise to 0.70% ownership) and CommVault Systems (19.3% rise to 1.11% ownership) in Q1, as shown in its Form 13F filing.

Sources

mommygearest.com · stocknews.com

This summary has been updated 1 time: see revision history