Position in ACT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,409,408
+$4,411,118 QoQ
Shares Held
555,883
+8.0% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 248 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $685,527,743 across 16 Insurance - Specialty names. ACT ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
2,200,521 | $103,776,562 | |
| 2 | FAF |
First American Financial Corp
|
1,508,362 | $103,458,541 | |
| 3 | ESNT |
Essent Group Ltd.
|
1,167,901 | $75,072,671 | |
| 4 | RDN |
Radian Group Inc
|
1,903,708 | $71,712,675 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,682,829 | $63,543,616 | |
| 6 | MTG |
Mgic Investment Corp
|
2,130,090 | $60,068,532 | |
| 7 | AXS |
Axis Capital Holdings Ltd
|
501,395 | $53,869,875 | |
| 8 | AGO |
Assured Guaranty Ltd
|
594,406 | $47,647,581 |
All Filings in ACT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,409,408 | 555,883 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,998,290 | 514,538 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,442,082 | 313,877 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $12,788,227 | 333,548 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,485,689 | 228,417 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,572,262 | 131,576 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,471,042 | 199,847 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $10,649,590 | 293,135 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,503,546 | 277,350 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,965,791 | 191,334 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,989,124 | 207,308 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,816,669 | 103,440 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,695,468 | 67,468 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,418,574 | 62,055 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,742,908 | 72,260 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,006,403 | 90,501 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,052,968 | 49,021 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $87,908 | 3,951 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $535,125 | 25,889 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||