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Tokio Marine Asset Management’s Morgan Stanley MS Stock Holding History

Tokio Marine Asset Management’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 		$6.95M Buy
42,201
+1,657
+4% +$287K 0.25% 72
2025
Q4 		$7.2M Buy
40,544
+954
+2% +$159K 0.25% 73
2025
Q3 		$6.29M Buy
39,590
+793
+2% +$117K 0.22% 73
2025
Q2 		$5.46M Buy
38,797
+1,882
+5% +$231K 0.21% 85
2025
Q1 		$4.31M Buy
36,915
+994
+3% +$128K 0.16% 128
2024
Q4 		$4.52M Buy
35,921
+2,295
+7% +$283K 0.16% 125
2024
Q3 		$3.51M Buy
33,626
+2,190
+7% +$221K 0.15% 105
2024
Q2 		$3.06M Buy
31,436
+1,207
+4% +$115K 0.15% 109
2024
Q1 		$2.85M Buy
30,229
+2,306
+8% +$203K 0.14% 115
2023
Q4 		$2.6M Buy
27,923
+1,299
+5% +$104K 0.14% 112
2023
Q3 		$2.17M Buy
26,624
+2,151
+9% +$187K 0.14% 116
2023
Q2 		$2.09M Buy
24,473
+698
+3% +$59.7K 0.13% 113
2023
Q1 		$2.09M Buy
23,775
+2,605
+12% +$243K 0.15% 114
2022
Q4 		$1.8M Buy
21,170
+1,651
+8% +$141K 0.14% 120
2022
Q3 		$1.54M Buy
19,519
+1,735
+10% +$146K 0.13% 110
2022
Q2 		$1.35M Buy
17,784
+2,855
+19% +$234K 0.12% 124
2022
Q1 		$1.3M Buy
14,929
+1,562
+12% +$151K 0.1% 129
2021
Q4 		$1.31M Buy
13,367
+679
+5% +$67.6K 0.1% 127
2021
Q3 		$1.24M Buy
12,688
+1,493
+13% +$148K 0.11% 120
2021
Q2 		$1.03M Buy
11,195
+1,152
+11% +$98.8K 0.09% 130
2021
Q1 		$780K Buy
10,043
+1,723
+21% +$132K 0.08% 152
2020
Q4 		$570K Buy
8,320
+799
+11% +$45.8K 0.06% 166
2020
Q3 		$364K Sell
7,521
-783
-9% -$39.4K 0.05% 183
2020
Q2 		$401K Buy
+8,304
New +$349K 0.06% 157
2020
Q1 		– Sell
-4,347
Closed -$222K – 244
2019
Q4 		$222K Buy
+4,347
New +$206K 0.03% 224
2019
Q3 		– Sell
-6,904
Closed -$302K – 235
2019
Q2 		$302K Buy
6,904
+428
+7% +$19.1K 0.05% 187
2019
Q1 		$273K Buy
6,476
+437
+7% +$18.4K 0.05% 191
2018
Q4 		$239K Sell
6,039
-6,733
-53% -$294K 0.05% 204
2018
Q3 		$595K Sell
12,772
-4,091
-24% -$200K 0.1% 115
2018
Q2 		$799K Sell
16,863
-7,160
-30% -$374K 0.15% 100
2018
Q1 		$1.3M Sell
24,023
-5,285
-18% -$293K 0.23% 81
2017
Q4 		$1.54M Buy
29,308
+5,612
+24% +$284K 0.23% 120
2017
Q3 		$1.14M Buy
23,696
+8,180
+53% +$379K 0.17% 134
2017
Q2 		$691K Sell
15,516
-5,542
-26% -$239K 0.1% 178
2017
Q1 		$902K Sell
21,058
-6,351
-23% -$282K 0.12% 160
2016
Q4 		$1.16M Sell
27,409
-11,785
-30% -$446K 0.13% 129
2016
Q3 		$1.26M Sell
39,194
-5,844
-13% -$174K 0.14% 130
2016
Q2 		$1.17M Sell
45,038
-1,210
-3% -$31.6K 0.12% 145
2016
Q1 		$1.16M Buy
46,248
+2,021
+5% +$51.6K 0.12% 158
2015
Q4 		$1.41M Sell
44,227
-4,474
-9% -$149K 0.16% 132
2015
Q3 		$1.53M Buy
48,701
+514
+1% +$18.7K 0.16% 126
2015
Q2 		$1.87M Sell
48,187
-9,510
-16% -$362K 0.18% 113
2015
Q1 		$2.06M Sell
57,697
-9,542
-14% -$342K 0.19% 112
2014
Q4 		$2.61M Sell
67,239
-24,564
-27% -$874K 0.23% 102
2014
Q3 		$3.17M Sell
91,803
-6,302
-6% -$210K 0.23% 101
2014
Q2 		$3.17M Sell
98,105
-7,191
-7% -$222K 0.22% 105
2014
Q1 		$3.28M Sell
105,296
-5,451
-5% -$168K 0.21% 104
2013
Q4 		$3.47M Sell
110,747
-10,024
-8% -$298K 0.22% 106
2013
Q3 		$3.25M Sell
120,771
-5,592
-4% -$150K 0.21% 111
2013
Q2 		$3.09M Buy
+126,363
New +$3M 0.2% 116

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tokio Marine Asset Management's MS Position: Q1 2026 in Review

Tokio Marine Asset Management increased its Morgan Stanley (MS) stake by 4.1% in Q1 2026, buying an estimated $287K and bringing the position to 42,201 shares worth $6.95M. The position accounts for 0.25% of the portfolio, ranked #72.

Tokio Marine Asset Management first reported a position in MS in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tokio Marine Asset Management held 42,201 shares of Morgan Stanley worth $6.95M as of Q1 2026.
  • Tokio Marine Asset Management bought 1,657 Morgan Stanley shares in Q1 2026, an estimated $287K.
  • Morgan Stanley made up 0.25% of Tokio Marine Asset Management's portfolio in Q1 2026, its #72 holding.
  • Tokio Marine Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 50 quarters since.
  • Tokio Marine Asset Management's Morgan Stanley position peaked at $7.2M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tokio Marine Asset Management's 13F filing for Q1 2026, filed 13 May 2026.