Auto-Owners Insurance’s Morgan Stanley MS Stock Holding History

Auto-Owners 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
2024 Q4	–	Sell	-7,500	Closed	-$782K	–	116
2024 Q3	$782K	Hold	7,500	–	–	0.02%	88
2024 Q2	$729K	Hold	7,500	–	–	0.02%	86
2024 Q1	$706K	Hold	7,500	–	–	0.02%	87
2023 Q4	$699K	Hold	7,500	–	–	0.02%	87
2023 Q3	$613K	Hold	7,500	–	–	0.02%	90
2023 Q2	$641K	Hold	7,500	–	–	0.02%	88
2023 Q1	$659K	Hold	7,500	–	–	0.02%	84
2022 Q4	$638K	Buy	+7,500	New	+$639K	0.02%	84

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Auto-Owners Insurance's MS Position: Q4 2024 in Review

Auto-Owners Insurance sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 7,500 shares — an estimated $782K sold.

Auto-Owners Insurance first reported a position in MS in Q4 2022 and held it in 8 quarters. The position peaked at $782K in Q3 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Auto-Owners Insurance reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
Auto-Owners Insurance sold 7,500 Morgan Stanley shares in Q4 2024, an estimated $782K.
Auto-Owners Insurance first reported a position in Morgan Stanley in Q4 2022 and held it in 8 quarters.
Auto-Owners Insurance's Morgan Stanley position peaked at $782K in Q3 2024.
2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Auto-Owners Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.