MassMutual Private Wealth & Trust, FSB FIHL — Fidelis Insurance Holdings Ltd

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  7 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Fidelis Insurance Holdings Ltd (FIHL) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows FIHL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIHL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Fidelis Insurance Holdings Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FIHL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held FIHL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 12 -58 -82.9% 0.00% $284 2026-10-05 $25.55
2026 Q1 UNCHANGED — — — 70 — 0% 0.00% $1K 2026-04-13 $20.04
2025 Q4 REDUCED — — — 70 -7 -9.1% 0.00% $1K 2026-01-07 $19.11
2025 Q3 UNCHANGED — — — 77 — 0% 0.00% $1K 2025-10-22 $18.11
2025 Q2 REDUCED — — — 77 -283 -78.6% 0.00% $1K 2025-07-09 $15.97
2025 Q1 ADDED — — — 360 +310 +620.0% 0.00% $6K 2025-04-01 $16.47
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FIHL

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and FIHL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning FIHL?

MassMutual Private Wealth & Trust, FSB reported FIHL across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported FIHL position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for FIHL was 0.00% in 2025 Q1.

What is the latest reported FIHL position on this page?

The most recent filing on this page is 2026 Q3, when MassMutual Private Wealth & Trust, FSB reported 12 shares, equal to 0.00% of portfolio, with an estimated market value of $284.

What does the chart on this FIHL ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly FIHL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their FIHL position?

Based on 13F filing dates vs. subsequent FIHL price moves, MassMutual Private Wealth & Trust, FSB correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on FIHL relative to SPY over the holding period was +3108.2%.

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