Position in AII
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,717,934
-$148,599 QoQ
Shares Held
91,234
-5.8% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 100 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AII Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $9,331,264,581 across 44 Insurance - Property & Casualty names. AII ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,313,526 | $2,034,539,747 | |
| 2 | CB |
Chubb Ltd
|
5,286,296 | $1,801,252,490 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,826,776 | $1,263,295,283 | |
| 4 | ALL |
Allstate Corp
|
3,666,312 | $872,362,272 | |
| 5 | MKL |
Markel Group Inc.
|
350,660 | $684,842,481 | |
| 6 | WRB |
Berkley W R Corp
|
8,252,790 | $582,069,271 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,912,381 | $354,058,209 | |
| 8 | L |
Loews Corp
|
2,418,752 | $273,826,907 |
All Filings in AII
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,934 | 91,234 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,866,533 | 96,812 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,959,829 | 94,087 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $414,651 | 18,586 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $41,101 | 2,235 | Shares | Defined | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||