Manning & Napier Group’s SW Holdings & Trades

First Buy
Q3 2024
Duration Held
5 Quarters
Largest Add
Q3 2024
+95,674 Shares
Current Position
79,552 Shares
$3.39 M Value

Manning & Napier Group's SW Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 79,552 shares of Smurfit Westrock Plc (SW) worth $3.39 M, representing 0.04% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.

Based on 13F filings, Manning & Napier Group has maintained this position in SW for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 42,407 shares. Largest reduction occurred in Q3 2025, reducing 72,668 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Smurfit Westrock Plc (SW) Holding Value Over Time

Track share changes against reported price movement

Quarterly Smurfit Westrock Plc (SW) Trades by Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2024 +95,674 New Buy 95,674 $49.42
Q4 2024 +14,093 Add 14.73% 109,767 $53.86
Q1 2025 +46 Add 0.04% 109,813 $45.06
Q2 2025 +42,407 Add 38.62% 152,220 $43.15
Q3 2025 -72,668 Reduce 47.74% 79,552 $42.57

Manning & Napier Group's Smurfit Westrock Plc Investment FAQs

Manning & Napier Group first purchased Smurfit Westrock Plc (SW) in Q3 2024, acquiring 95,674 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Smurfit Westrock Plc (SW) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's largest addition to Smurfit Westrock Plc (SW) was in Q3 2024, adding 95,674 shares worth $4.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 79,552 shares of Smurfit Westrock Plc (SW), valued at approximately $3.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Smurfit Westrock Plc (SW) represents approximately 0.04% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's peak holding in Smurfit Westrock Plc (SW) was 152,220 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.