Position in AII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,866,533
-$93,296 QoQ
Shares Held
96,812
+2.9% QoQ
Ownership
0.494%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026MORGAN STANLEY holds $8,464,747,595 across 45 Insurance - Property & Casualty names. AII ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
8,848,177 | $1,754,062,598 | |
| 2 | CB |
Chubb Ltd
|
5,025,601 | $1,637,994,125 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,572,486 | $1,042,022,709 | |
| 4 | ALL |
Allstate Corp
|
3,737,330 | $774,897,995 | |
| 5 | WRB |
Berkley W R Corp
|
10,412,465 | $690,138,173 | |
| 6 | MKL |
Markel Group Inc.
|
357,087 | $683,489,470 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,881,500 | $296,054,018 | |
| 8 | L |
Loews Corp
|
2,138,854 | $228,301,271 |
All Filings in AII
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||