Factory Mutual Insurance’s Morgan Stanley MS Stock Holding History

Factory 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 Q2	$66M	Sell	315,620 -13,430	-4%	-$2.66M	0.62%	38
2026 Q1	$54.2M	Hold	329,050	–	–	0.61%	40
2025 Q4	$58.4M	Hold	329,050	–	–	0.59%	41
2025 Q3	$52.3M	Hold	329,050	–	–	0.51%	46
2025 Q2	$46.3M	Sell	329,050 -77,300	-19%	-$9.49M	0.51%	51
2025 Q1	$47.4M	Sell	406,350 -102,500	-20%	-$13.2M	0.55%	45
2024 Q4	$64M	Sell	508,850 -146,400	-22%	-$18M	0.69%	31
2024 Q3	$68.3M	Sell	655,250 -60,000	-8%	-$6.04M	0.71%	31
2024 Q2	$69.5M	Buy	715,250 +45,200	+7%	+$4.3M	0.79%	27
2024 Q1	$63.1M	Hold	670,050	–	–	0.72%	33
2023 Q4	$62.5M	Hold	670,050	–	–	0.78%	31
2023 Q3	$54.7M	Hold	670,050	–	–	0.76%	36
2023 Q2	$57.2M	Hold	670,050	–	–	0.84%	32
2023 Q1	$58.8M	Sell	670,050 -74,000	-10%	-$6.91M	0.92%	28
2022 Q4	$63.3M	Sell	744,050 -61,550	-8%	-$5.25M	0.96%	30
2022 Q3	$63.6M	Hold	805,600	–	–	1.05%	25
2022 Q2	$61.3M	Buy	805,600 +2,000	+0.2%	+$164K	1%	28
2022 Q1	$70.2M	Hold	803,600	–	–	0.95%	28
2021 Q4	$76.4M	Sell	803,600 -414,298	-34%	-$41.3M	1.1%	23
2021 Q3	$119M	Sell	1,217,898 -49,100	-4%	-$4.86M	1.48%	12
2021 Q2	$116M	Sell	1,266,998 -51,053	-4%	-$4.38M	1.42%	14
2021 Q1	$102M	Sell	1,318,051 -24,949	-2%	-$1.91M	1.31%	16
2020 Q4	$92M	Buy	1,343,000 +25,500	+2%	+$1.46M	1.24%	20
2020 Q3	$63.7M	Hold	1,317,500	–	–	1.03%	32
2020 Q2	$63.6M	Buy	1,317,500 +102,400	+8%	+$4.3M	1.09%	24
2020 Q1	$41.3M	Buy	1,215,100 +533,000	+78%	+$25.1M	0.78%	49
2019 Q4	$34.9M	Sell	682,100 -467,000	-41%	-$22.1M	0.51%	72
2019 Q3	$49M	Buy	1,149,100 +7,700	+0.7%	+$329K	0.76%	50
2019 Q2	$50M	Hold	1,141,400	–	–	0.6%	63
2019 Q1	$51.2M	Buy	1,141,400 +2,000	+0.2%	+$84.2K	0.61%	62
2018 Q4	$45.2M	Hold	1,139,400	–	–	0.58%	69
2018 Q3	$53.1M	Buy	1,139,400 +34,100	+3%	+$1.67M	0.55%	64
2018 Q2	$52.4M	Buy	1,105,300 +496,700	+82%	+$26M	0.56%	61
2018 Q1	$32.8M	Hold	608,600	–	–	0.36%	100
2017 Q4	$31.9M	Hold	608,600	–	–	0.33%	102
2017 Q3	$29.3M	Buy	608,600 +12,600	+2%	+$584K	0.32%	103
2017 Q2	$26.6M	Hold	596,000	–	–	0.31%	104
2017 Q1	$25.5M	Sell	596,000 -269,000	-31%	-$11.9M	0.3%	105
2016 Q4	$36.9M	Sell	865,000 -190,000	-18%	-$7.18M	0.44%	80
2016 Q3	$33.8M	Buy	1,055,000 +165,000	+19%	+$4.92M	0.42%	87
2016 Q2	$23.1M	Buy	890,000 +80,000	+10%	+$2.09M	0.3%	109
2016 Q1	$20.3M	Buy	810,000 +375,000	+86%	+$9.57M	0.26%	121
2015 Q4	$13.8M	Buy	435,000 +275,000	+172%	+$9.14M	0.19%	136
2015 Q3	$5.04M	Hold	160,000	–	–	0.07%	166
2015 Q2	$6.21M	Hold	160,000	–	–	0.08%	167
2015 Q1	$5.71M	Hold	160,000	–	–	0.08%	167
2014 Q4	$6.21M	Hold	160,000	–	–	0.08%	158
2014 Q3	$5.53M	Hold	160,000	–	–	0.08%	160
2014 Q2	$5.17M	Hold	160,000	–	–	0.07%	158
2014 Q1	$4.99M	Hold	160,000	–	–	0.07%	156
2013 Q4	$5.02M	Hold	160,000	–	–	0.07%	152
2013 Q3	$4.31M	Hold	160,000	–	–	0.07%	155
2013 Q2	$3.91M	Buy	+160,000	New	+$3.79M	0.06%	151

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Factory Mutual Insurance's MS Position: Q2 2026 in Review

Factory Mutual Insurance reduced its Morgan Stanley (MS) stake by 4.1% in Q2 2026, selling an estimated $2.66M and leaving 315,620 shares worth $66M. The position accounts for 0.62% of the portfolio, ranked #38.

Factory Mutual Insurance first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $119M in Q3 2021. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Factory Mutual Insurance held 315,620 shares of Morgan Stanley worth $66M as of Q2 2026.
Factory Mutual Insurance sold 13,430 Morgan Stanley shares in Q2 2026, an estimated $2.66M.
Morgan Stanley made up 0.62% of Factory Mutual Insurance's portfolio in Q2 2026, its #38 holding.
Factory Mutual Insurance first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
Factory Mutual Insurance's Morgan Stanley position peaked at $119M in Q3 2021.
1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.