Funds holding MFS Variable Insurance Trust - Research Series
ISIN US55273F3082 · United States · LEI 7AZFU5SPWYPK4FGVLU76
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 102.1M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Moderate Allocation Portfolio MFS VARIABLE INSURANCE TRUST III | 1,991,751 | 57.8M $ | 7.24 % | as of Mar 31, 2026 ↗ |
| MFS Growth Allocation Portfolio MFS VARIABLE INSURANCE TRUST III | 1,070,481 | 31.1M $ | 9.16 % | as of Mar 31, 2026 ↗ |
| MFS Conservative Allocation Portfolio MFS VARIABLE INSURANCE TRUST III | 457,078 | 13.3M $ | 6.22 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| MFS Growth Allocation Portfolio MFS VARIABLE INSURANCE TRUST III | 9.16 % | as of Mar 31, 2026 ↗ |
| MFS Moderate Allocation Portfolio MFS VARIABLE INSURANCE TRUST III | 7.24 % | as of Mar 31, 2026 ↗ |
| MFS Conservative Allocation Portfolio MFS VARIABLE INSURANCE TRUST III | 6.22 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 3,519,310 | +0.5 % |
| 2026Q1 | 3 | 0 | 3,500,665 | -3.6 % |
| 2025Q4 | 3 | 0 | 3,632,201 | +19.9 % |
| 2025Q3 | 3 | 0 | 3,030,320 | +1.1 % |
| 2025Q2 | 3 | -4 | 2,998,089 | -60.0 % |
| 2025Q1 | 7 | 0 | 7,495,624 | -2.2 % |
| 2024Q4 | 7 | 0 | 7,665,708 | +7.6 % |
| 2024Q3 | 7 | 0 | 7,126,039 | -1.9 % |
| 2024Q2 | 7 | 0 | 7,265,754 | -5.5 % |
| 2024Q1 | 7 | 0 | 7,685,490 | -3.5 % |
| 2023Q4 | 7 | 7,967,184 |
Cite this page
Titelia. "Funds holding MFS Variable Insurance Trust - Research Series". https://titelia.com/en/stocks/mfs-variable-insurance-trust-research-series-US55273F3082