Morgan Stanley
CIA icon

Morgan Stanley’s Citizens CIA Stock Holding History

Morgan Stanley’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Sell
24,040
-34,320
-59% -$182K ﹤0.01% 6073
2025
Q4 		$282K Buy
58,360
+22,863
+64% +$126K ﹤0.01% 5782
2025
Q3 		$186K Sell
35,497
-24,535
-41% -$115K ﹤0.01% 5921
2025
Q2 		$210K Buy
60,032
+38,918
+184% +$152K ﹤0.01% 5831
2025
Q1 		$96.1K Buy
21,114
+11,095
+111% +$53.5K ﹤0.01% 6027
2024
Q4 		$40.2K Buy
10,019
+9,566
+2,112% +$43K ﹤0.01% 6357
2024
Q3 		$1.64K Sell
453
-264
-37% -$771 ﹤0.01% 7167
2024
Q2 		$1.95K Sell
717
-33,420
-98% -$83.9K ﹤0.01% 7071
2024
Q1 		$73.1K Sell
34,137
-82,939
-71% -$216K ﹤0.01% 6100
2023
Q4 		$315K Buy
117,076
+116,813
+44,416% +$361K ﹤0.01% 5781
2023
Q3 		$750 Hold
263
– – ﹤0.01% 7268
2023
Q2 		$634 Sell
263
-12,227
-98% -$28K ﹤0.01% 7351
2023
Q1 		$46.3K Buy
12,490
+6,459
+107% +$17.9K ﹤0.01% 6318
2022
Q4 		$12.8K Sell
6,031
-108,638
-95% -$303K ﹤0.01% 6845
2022
Q3 		$382K Sell
114,669
-133,731
-54% -$508K ﹤0.01% 5403
2022
Q2 		$1.04M Buy
248,400
+219,738
+767% +$792K ﹤0.01% 4995
2022
Q1 		$122K Sell
28,662
-7,338
-20% -$33.2K ﹤0.01% 6192
2021
Q4 		$191K Buy
36,000
+3,519
+11% +$21.5K ﹤0.01% 6099
2021
Q3 		$202K Sell
32,481
-15,670
-33% -$89K ﹤0.01% 5995
2021
Q2 		$254K Buy
48,151
+28,998
+151% +$160K ﹤0.01% 5890
2021
Q1 		$111K Sell
19,153
-17,782
-48% -$110K ﹤0.01% 5951
2020
Q4 		$212K Buy
36,935
+32,107
+665% +$193K ﹤0.01% 5560
2020
Q3 		$27K Sell
4,828
-11,796
-71% -$68.4K ﹤0.01% 5941
2020
Q2 		$99K Buy
16,624
+11,598
+231% +$66.6K ﹤0.01% 5400
2020
Q1 		$33K Sell
5,026
-62,820
-93% -$388K ﹤0.01% 5615
2019
Q4 		$458K Buy
67,846
+52,135
+332% +$359K ﹤0.01% 4978
2019
Q3 		$107K Buy
15,711
+12,777
+435% +$89.4K ﹤0.01% 5425
2019
Q2 		$21K Sell
2,934
-6,539
-69% -$44.8K ﹤0.01% 5911
2019
Q1 		$63K Sell
9,473
-68,335
-88% -$488K ﹤0.01% 5561
2018
Q4 		$586K Sell
77,808
-31,177
-29% -$245K ﹤0.01% 4686
2018
Q3 		$916K Sell
108,985
-5,864
-5% -$47.1K ﹤0.01% 4603
2018
Q2 		$895K Buy
114,849
+6,302
+6% +$48.5K ﹤0.01% 4701
2018
Q1 		$795K Buy
108,547
+8,260
+8% +$62.3K ﹤0.01% 4708
2017
Q4 		$737K Buy
100,287
+34,956
+54% +$267K ﹤0.01% 4746
2017
Q3 		$480K Buy
65,331
+545
+0.8% +$4.2K ﹤0.01% 4904
2017
Q2 		$478K Buy
64,786
+3,731
+6% +$24.6K ﹤0.01% 4818
2017
Q1 		$454K Sell
61,055
-74,143
-55% -$659K ﹤0.01% 4895
2016
Q4 		$1.33M Buy
135,198
+125,695
+1,323% +$1.16M ﹤0.01% 4248
2016
Q3 		$89K Buy
+9,503
New +$88.2K ﹤0.01% 5356
2016
Q1 		– Sell
-1,833
Closed -$14K – 6584
2015
Q4 		$14K Sell
1,833
-171
-9% -$1.43K ﹤0.01% 6141
2015
Q3 		$15K Sell
2,004
-1,533
-43% -$10.3K ﹤0.01% 6127
2015
Q2 		$26K Sell
3,537
-1,171
-25% -$7.33K ﹤0.01% 6062
2015
Q1 		$29K Sell
4,708
-3,527
-43% -$24.7K ﹤0.01% 5964
2014
Q4 		$63K Buy
8,235
+5,450
+196% +$39.5K ﹤0.01% 5733
2014
Q3 		$18K Sell
2,785
-6,471
-70% -$44.9K ﹤0.01% 6032
2014
Q2 		$68K Sell
9,256
-1,966
-18% -$13.3K ﹤0.01% 5651
2014
Q1 		$83K Sell
11,222
-7,853
-41% -$57.4K ﹤0.01% 5523
2013
Q4 		$167K Buy
+19,075
New +$165K ﹤0.01% 5113
2013
Q3 		– Sell
-10,629
Closed -$63K – 5325
2013
Q2 		$63K Buy
+10,629
New +$71.1K ﹤0.01% 5162

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley's CIA Position: Q1 2026 in Review

Morgan Stanley reduced its Citizens (CIA) stake by 59% in Q1 2026, selling an estimated $182K and leaving 24,040 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #6073.

Morgan Stanley first reported a position in CIA in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.33M in Q4 2016. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

  • Morgan Stanley held 24,040 shares of Citizens worth $121K as of Q1 2026.
  • Morgan Stanley sold 34,320 Citizens shares in Q1 2026, an estimated $182K.
  • Citizens made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6073 holding.
  • Morgan Stanley first reported a position in Citizens in Q2 2013 and has held it in 49 quarters since.
  • Morgan Stanley's Citizens position peaked at $1.33M in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.