Brown Advisory
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Brown Advisory’s MSCI MSCI Stock Holding History

Brown Advisory’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Sell
2,888
-7,140
-71% -$4.03M ﹤0.01% 737
2025
Q4 		$5.75M Sell
10,028
-712
-7% -$399K 0.01% 522
2025
Q3 		$6.09M Sell
10,740
-2,397
-18% -$1.36M 0.01% 498
2025
Q2 		$7.58M Sell
13,137
-627,505
-98% -$347M 0.01% 452
2025
Q1 		$362M Sell
640,642
-188,067
-23% -$109M 0.52% 50
2024
Q4 		$497M Sell
828,709
-73,511
-8% -$44.1M 0.63% 42
2024
Q3 		$526M Sell
902,220
-173,366
-16% -$94M 0.66% 41
2024
Q2 		$518M Buy
1,075,586
+25,282
+2% +$12.5M 0.68% 39
2024
Q1 		$589M Buy
1,050,304
+11,543
+1% +$6.49M 0.79% 33
2023
Q4 		$588M Buy
1,038,761
+44,234
+4% +$22.8M 0.83% 31
2023
Q3 		$510M Sell
994,527
-26,362
-3% -$13.9M 0.84% 28
2023
Q2 		$479M Buy
1,020,889
+104,041
+11% +$50.8M 0.75% 35
2023
Q1 		$513M Buy
916,848
+21,928
+2% +$11.6M 0.87% 28
2022
Q4 		$416M Sell
894,920
-88,218
-9% -$41M 0.77% 34
2022
Q3 		$415M Buy
983,138
+191,862
+24% +$87.8M 0.81% 31
2022
Q2 		$326M Sell
791,276
-29,002
-4% -$12.6M 0.61% 43
2022
Q1 		$413M Buy
820,278
+23,518
+3% +$12.2M 0.61% 46
2021
Q4 		$488M Buy
796,760
+68,207
+9% +$42.8M 0.6% 47
2021
Q3 		$443M Buy
728,553
+43,827
+6% +$26.8M 0.65% 45
2021
Q2 		$356M Buy
684,726
+74,570
+12% +$35.5M 0.54% 55
2021
Q1 		$256M Buy
610,156
+597,029
+4,548% +$251M 0.44% 60
2020
Q4 		$5.86M Buy
13,127
+590
+5% +$231K 0.01% 405
2020
Q3 		$4.47M Sell
12,537
-45
-0.4% -$16.3K 0.01% 411
2020
Q2 		$4.2M Sell
12,582
-20
-0.2% -$6.47K 0.01% 409
2020
Q1 		$3.64M Buy
12,602
+823
+7% +$233K 0.01% 399
2019
Q4 		$3.04M Hold
11,779
– – 0.01% 475
2019
Q3 		$2.56M Sell
11,779
-6
-0.1% -$1.39K 0.01% 485
2019
Q2 		$2.81M Buy
11,785
+9,256
+366% +$2.08M 0.01% 482
2019
Q1 		$503K Buy
+2,529
New +$440K ﹤0.01% 986

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory's MSCI Position: Q1 2026 in Review

Brown Advisory reduced its MSCI (MSCI) stake by 71% in Q1 2026, selling an estimated $4.03M and leaving 2,888 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Brown Advisory first reported a position in MSCI in Q1 2019 and has held it in 29 quarters since. The position peaked at $589M in Q1 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Brown Advisory held 2,888 shares of MSCI worth $1.56M as of Q1 2026.
  • Brown Advisory sold 7,140 MSCI shares in Q1 2026, an estimated $4.03M.
  • MSCI made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #737 holding.
  • Brown Advisory first reported a position in MSCI in Q1 2019 and has held it in 29 quarters since.
  • Brown Advisory's MSCI position peaked at $589M in Q1 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.