What changed
2026-07-31 09:49 UTC → 2026-07-31 09:52 UTC ·
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Manufacturers Life Insurance stake changes portfolio rebalancing
In late July 2026 the Manufacturers Life Insurance Company used its quarterly Form 13F filing to reshape continued active reshaping of its mid‑cap equity portfolio. portfolio in late July 2026. On July 29 it expanded 29, alongside expanding its holdings, adding roughly 22.5% to holdings in Lithia Motors (to 159,363 shares, about $39.8 million) (up 22.5%) and 19.3% to CommVault Systems (to 456,457 shares, about $35.6 million). (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 insurer trimmed company cut its position in Adeia Inc. position by nearly a quarter (selling 581,970 shares, leaving 1.85 million shares valued around $44.6 million) while dramatically increasing and boosted its stake in Sportradar Group AG by stake more than nine‑fold (acquiring 2.23 nine‑fold, bringing the holding to 2.46 million shares for a total of 2.46 million, valued about $41.2 million). million. These moves show an ongoing, active rebalancing filings illustrate a pattern of simultaneous expansion into select mid‑cap names and strategic divestments from other holdings as the insurer rebalances its diversified holdings portfolio across various sectors.