CONNING INC.

Position in MS — Morgan Stanley

CIK 801051 HARTFORD, CT

Position in MS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$37,024,537

-$115,126 QoQ

Shares Held

177,117

-21.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#324

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONNING INC. holds $44,592,778 across 4 Capital Markets names. MS ranks #1 (83.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	177,117	$37,024,537
2	SCHW	Schwab Charles Corp	63,081	$5,820,483
3	GS	Goldman Sachs Group Inc	1,390	$1,405,804
4	HOOD	Robinhood Markets, Inc.	3,410	$341,954

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,024,537	177,117	-21.5%	Shares	Sole	2026-07-30
2026-03-31	$37,139,663	225,677	+18.0%	Shares	Sole	2026-04-30
2025-12-31	$33,958,293	191,282	-13.1%	Shares	Sole	2026-02-05
2025-09-30	$34,987,572	220,103	-17.7%	Shares	Sole	2025-10-28
2025-06-30	$37,680,331	267,502	-7.9%	Shares	Sole	2025-07-24
2025-03-31	$33,884,351	290,429	+0.0%	Shares	Sole	2025-04-29
2024-12-31	$36,503,556	290,356	-22.7%	Shares	Sole	2025-01-28
2024-09-30	$39,158,694	375,659	+2.8%	Shares	Sole	2024-10-29
2024-06-30	$35,503,312	365,298	-9.5%	Shares	Sole	2024-07-26
2024-03-31	$38,007,024	403,643	+4.1%	Shares	Sole	2024-04-26
2023-12-31	$36,163,842	387,816	-1.4%	Shares	Sole	2024-01-30
2023-09-30	$32,124,894	393,350	-1.5%	Shares	Sole	2023-10-26
2023-06-30	$34,087,068	399,146	+11.3%	Shares	Sole	2023-07-21
2023-03-31	$31,492,543	358,685	-3.4%	Shares	Sole	2023-04-27
2022-12-31	$31,557,298	371,175	+2626.6%	Shares	Sole	2023-02-08
2022-09-30	$1,075,563	13,613	-10.4%	Shares	Sole	2022-10-31
2022-06-30	$1,155,503	15,192	-0.5%	Shares	Sole	2022-07-20
2022-03-31	$1,334,772	15,272	+5.2%	Shares	Sole	2022-05-02
2021-12-31	$1,425,086	14,518	-2.1%	Shares	Sole	2022-01-27
2021-09-30	$1,442,523	14,824	-12.8%	Shares	Sole	2021-11-05
2021-06-30	$1,558,913	17,002	-11.4%	Shares	Sole	2021-07-29
2021-03-31	$1,490,450	19,192	-7.4%	Shares	Sole	2021-04-23
2020-12-31	$1,420,763	20,732	+12.4%	Shares	Sole	2021-01-28
2020-09-30	$891,622	18,441	+1.4%	Shares	Sole	2020-10-21
2020-06-30	$878,625	18,191	+3.2%	Shares	Sole	2020-08-07
2020-03-31	$599,590	17,635	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.