# Fidelity Tr 500 Index Ins Prem MF

Fidelity Tr 500 Index Ins Prem MF is a security (CUSIP 315911750) tracked across SEC portfolio filings. 30 institutional managers reported $77.9M on Form 13F as of 2026-06-30; 3 registered fund positions totaling $4.5B via N-PORT as of 2026-05-31.

## Summary

- Issuer: Fidelity Tr 500 Index Ins Prem
- Class: MF
- CUSIP: 315911750
- Asset category: EC
- 13F holders: 30
- 13F value: $77.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 3
- N-PORT value: $4.5B
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 30 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Sequent Asset Management, LLC | HOUSTON, TX | $54.4M | 208,403 |
| Fulton Bank, N.A. | Lancaster, PA | $6.2M | 23,864 |
| [Sippican Capital Advisors](https://search.stillhousedata.com/firm/155188) | BOSTON, MA | $2.9M | 10,959 |
| [Williams Jones Wealth Management, LLC.](https://search.stillhousedata.com/firm/301925) | NEW YORK, NY | $2.1M | 8,173 |
| RIVERBRIDGE PARTNERS LLC | MINNEAPOLIS, MN | $1.6M | 6,264 |
| CARRET ASSET MANAGEMENT, LLC | NEW YORK, NY | $1.3M | 4,833 |
| CENTRAL BANK & TRUST CO | LEXINGTON, KY | $974K | 3,728 |
| NORTH STAR ASSET MANAGEMENT INC | NEENAH, WI | $930K | 4,090 |
| [GREAT LAKES ADVISORS, LLC](https://search.stillhousedata.com/firm/110757) | CHICAGO, IL | $864K | 3,799 |
| [GRACE & WHITE INC /NY](https://search.stillhousedata.com/firm/110761) | NY, NY | $828K | 3,169 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | ORANGE VILLAGE, OH | $768K | 2,940 |
| MOODY LYNN LIEBERSON & WALKER, LLC | BOSTON, MA | $724K | 2,771 |
| Mengis Capital Management, Inc. | PORTLAND, OR | $669K | 2,561 |
| [DUMONT & BLAKE INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/109318) | PRINCETON, NJ | $528K | 2,323 |
| [WOODSTOCK CORP](https://search.stillhousedata.com/firm/110662) | BOSTON, MA | $525K | 2,009 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Fidelity Multi-Asset Index Fund](https://search.stillhousedata.com/fund/S000040658) | Fidelity Aberdeen Street Trust | $4.4B | 4140.84% |
| [VOYA TARGET IN-RETIREMENT FUND](https://search.stillhousedata.com/fund/S000039451) | Voya Separate Portfolios Trust | $53.9M | 2075.86% |
| [MH Elite Fund of Funds](https://search.stillhousedata.com/fund/S000009925) | MH ELITE PORTFOLIO OF FUNDS TRUST | $1.8M | 651.80% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/315911750.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.