Morgan Stanley
MLCI

Morgan Stanley’s Mount Logan Capital Inc MLCI Stock Holding History

Morgan Stanley’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.49K Sell
2,650
-376
-12% -$2.38K ﹤0.01% 6960
2025
Q4 		$25K Sell
3,026
-8,016
-73% -$62.4K ﹤0.01% 6619
2025
Q3 		$86.1K Buy
+11,042
New +$87.3K ﹤0.01% 6218

Other funds holding MLCI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley's MLCI Position: Q1 2026 in Review

Morgan Stanley reduced its Mount Logan Capital Inc (MLCI) stake by 12% in Q1 2026, selling an estimated $2.38K and leaving 2,650 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #6960.

Morgan Stanley first reported a position in MLCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $86.1K in Q3 2025. 32 funds tracked by Wall St. Rank hold MLCI as of Q1 2026.

  • Morgan Stanley held 2,650 shares of Mount Logan Capital Inc worth $9.49K as of Q1 2026.
  • Morgan Stanley sold 376 Mount Logan Capital Inc shares in Q1 2026, an estimated $2.38K.
  • Mount Logan Capital Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6960 holding.
  • Morgan Stanley first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Mount Logan Capital Inc position peaked at $86.1K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q1 2026.

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