MassMutual Private Wealth & Trust, FSB HLNE — Hamilton Lane Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  11 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Hamilton Lane Inc (HLNE) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows HLNE 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 HLNE 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 Hamilton Lane Inc, 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

HLNE 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
2024 Q2 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 HLNE — position size vs. price
% of Fund (quarterly)    HLNE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 104 -12 -10.3% 0.00% $9K 2026-10-05 $87.33
2026 Q2 REDUCED 10.1% +8.5% ❌ 116 -13 -10.1% 0.00% $9K 2026-07-02 $79.21
2026 Q1 REDUCED 6.5% -24.0% ✅ 129 -9 -6.5% 0.00% $13K 2026-04-13 $97.67
2025 Q4 ADDED — — — 138 +25 +22.1% 0.00% $19K 2026-01-07 $142.18
2025 Q3 UNCHANGED — — — 113 — 0% 0.00% $15K 2025-10-22 $116.79
2025 Q2 REDUCED 35.8% -1.8% ✅ 113 -63 -35.8% 0.00% $16K 2025-07-09 $145.08
2025 Q1 ADDED — — — 176 +126 +252.0% 0.00% $26K 2025-04-01 $147.25
2024 Q4 ADDED — — — 50 +15 +42.9% 0.00% $7K 2025-01-16 $144.48
2024 Q3 ADDED — — — 35 +16 +84.2% 0.00% $6K 2024-10-02 $162.21
2024 Q2 REDUCED 24.0% +36.7% ❌ 19 -6 -24.0% 0.00% $2K 2024-07-02 $122.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HLNE

As of 2026 Q3 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.07% Central Pacific Bank - Trust Division 0.02%

FAQ About MassMutual Private Wealth & Trust, FSB and HLNE

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 HLNE?

MassMutual Private Wealth & Trust, FSB reported HLNE across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

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

What is the latest reported HLNE position on this page?

The most recent filing on this page is 2026 Q3, when MassMutual Private Wealth & Trust, FSB reported 104 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this HLNE ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly HLNE 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 HLNE position?

Based on 13F filing dates vs. subsequent HLNE price moves, MassMutual Private Wealth & Trust, FSB correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on HLNE relative to SPY over the holding period was +612.7%.

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