Swiss Re’s Morgan Stanley MS Stock Holding History

Swiss Re’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 Q1	$37.9K	Hold	230	–	–	0.23%	56
2025 Q4	$40.8K	Buy	+230	New	+$38.4K	﹤0.01%	53

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Swiss Re's MS Position: Q1 2026 in Review

Swiss Re held its Morgan Stanley (MS) position steady in Q1 2026 at 230 shares worth $37.9K. The position accounts for 0.23% of the portfolio, ranked #56.

Swiss Re first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.8K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Swiss Re held 230 shares of Morgan Stanley worth $37.9K as of Q1 2026.
Swiss Re left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.23% of Swiss Re's portfolio in Q1 2026, its #56 holding.
Swiss Re first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
Swiss Re's Morgan Stanley position peaked at $40.8K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Swiss Re's 13F filing for Q1 2026, filed 12 May 2026.