Amica Mutual Insurance’s Morgan Stanley MS Stock Holding History

Amica Mutual Insurance’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.7M	Hold	28,530	–	–	0.4%	65
2025 Q4	$5.07M	Sell	28,530 -3,771	-12%	-$629K	0.44%	54
2025 Q3	$5.13M	Sell	32,301 -5,994	-16%	-$885K	0.47%	48
2025 Q2	$5.39M	Sell	38,295 -4,529	-11%	-$556K	0.52%	48
2025 Q1	$5M	Sell	42,824 -21,456	-33%	-$2.76M	0.55%	52
2024 Q4	$8.08M	Sell	64,280 -8,755	-12%	-$1.08M	0.83%	29
2024 Q3	$7.61M	Sell	73,035 -6,468	-8%	-$651K	0.74%	36
2024 Q2	$7.73M	Hold	79,503	–	–	0.77%	37
2024 Q1	$7.49M	Buy	79,503 +13,291	+20%	+$1.17M	0.76%	35
2023 Q4	$6.17M	Hold	66,212	–	–	0.67%	46
2023 Q3	$5.41M	Sell	66,212 -11,221	-14%	-$974K	0.64%	46
2023 Q2	$6.61M	Buy	77,433 +7,377	+11%	+$631K	0.75%	42
2023 Q1	$6.15M	Sell	70,056 -21,793	-24%	-$2.03M	0.69%	45
2022 Q4	$7.81M	Sell	91,849 -7,827	-8%	-$667K	0.99%	26
2022 Q3	$7.88M	Sell	99,676 -15,458	-13%	-$1.3M	1.12%	25
2022 Q2	$8.76M	Hold	115,134	–	–	1.11%	25
2022 Q1	$10.1M	Sell	115,134 -7,793	-6%	-$752K	1.18%	22
2021 Q4	$12.1M	Hold	122,927	–	–	1.02%	23
2021 Q3	$12M	Buy	122,927 +19,983	+19%	+$1.98M	1.25%	17
2021 Q2	$9.44M	Buy	102,944 +45,298	+79%	+$3.88M	1%	29
2021 Q1	$4.48M	Hold	57,646	–	–	0.51%	66
2020 Q4	$3.95M	Hold	57,646	–	–	0.43%	82
2020 Q3	$2.79M	Hold	57,646	–	–	0.33%	93
2020 Q2	$2.78M	Hold	57,646	–	–	0.34%	92
2020 Q1	$1.96M	Hold	57,646	–	–	0.27%	116
2019 Q4	$2.95M	Hold	57,646	–	–	0.38%	66
2019 Q3	$2.46M	Hold	57,646	–	–	0.31%	87
2019 Q2	$2.52M	Hold	57,646	–	–	0.32%	80
2019 Q1	$2.43M	Buy	57,646 +11,470	+25%	+$483K	0.3%	88
2018 Q4	$1.83M	Hold	46,176	–	–	0.24%	106
2018 Q3	$2.15M	Hold	46,176	–	–	0.22%	119
2018 Q2	$2.19M	Hold	46,176	–	–	0.26%	111
2018 Q1	$2.49M	Sell	46,176 -10,145	-18%	-$562K	0.31%	93
2017 Q4	$2.96M	Sell	56,321 -58,810	-51%	-$2.97M	0.29%	103
2017 Q3	$5.55M	Sell	115,131 -22,792	-17%	-$1.06M	0.5%	50
2017 Q2	$6.15M	Hold	137,923	–	–	0.56%	40
2017 Q1	$5.91M	Hold	137,923	–	–	0.53%	44
2016 Q4	$5.83M	Hold	137,923	–	–	0.52%	41
2016 Q3	$4.42M	Hold	137,923	–	–	0.42%	61
2016 Q2	$3.58M	Hold	137,923	–	–	0.35%	79
2016 Q1	$3.45M	Buy	137,923 +42,000	+44%	+$1.07M	0.33%	89
2015 Q4	$3.05M	Hold	95,923	–	–	0.28%	100
2015 Q3	$3.02M	Hold	95,923	–	–	0.29%	103
2015 Q2	$3.72M	Hold	95,923	–	–	0.32%	92
2015 Q1	$3.42M	Sell	95,923 -63,207	-40%	-$2.27M	0.28%	111
2014 Q4	$6.17M	Hold	159,130	–	–	0.48%	57
2014 Q3	$5.5M	Hold	159,130	–	–	0.44%	65
2014 Q2	$5.14M	Hold	159,130	–	–	0.4%	76
2014 Q1	$4.96M	Hold	159,130	–	–	0.4%	76
2013 Q4	$4.99M	Hold	159,130	–	–	0.4%	74
2013 Q3	$4.29M	Hold	159,130	–	–	0.37%	84
2013 Q2	$3.89M	Buy	+159,130	New	+$3.77M	0.34%	91

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Amica Mutual Insurance's MS Position: Q1 2026 in Review

Amica Mutual Insurance held its Morgan Stanley (MS) position steady in Q1 2026 at 28,530 shares worth $4.7M. The position accounts for 0.4% of the portfolio, ranked #65.

Amica Mutual Insurance first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q4 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Amica Mutual Insurance held 28,530 shares of Morgan Stanley worth $4.7M as of Q1 2026.
Amica Mutual Insurance left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.4% of Amica Mutual Insurance's portfolio in Q1 2026, its #65 holding.
Amica Mutual Insurance first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Amica Mutual Insurance's Morgan Stanley position peaked at $12.1M in Q4 2021.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Amica Mutual Insurance's 13F filing for Q1 2026, filed 6 May 2026.