Funds holding MS&AD Insurance Group Holdings
ISIN US5534911012 · Japan · LEI 529900CXROT5S2HMMP26
- Fund holders
- 8
- Of which ETFs
- 4 4 other funds
- Value held
- 3.6M $
This issuer has other securities : MS&AD Insurance Group Holdings Inc (JP3890310000)
8 funds hold this company. This table lists the 5 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 63,935 | 1.7M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 53,135 | 1.5M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| SGI Global Equity Fund RBB Fund, Inc. | 8,015 | 222.2K $ | 0.27 % | as of Feb 28, 2026 ↗ |
| SGI Enhanced Global Income ETF RBB Fund, Inc. | 7,715 | 213.9K $ | 0.23 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,537 | 42.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Pictet - Quest Global Sustainable Equities Pictet Asset Management (Europe) S.A. | 0.73 % | as of Sep 30, 2025 ↗ |
| Pictet - Japan Index Pictet Asset Management (Europe) S.A. | 0.66 % | as of Sep 30, 2025 ↗ |
| Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. | 0.32 % | as of Sep 30, 2025 ↗ |
| SGI Global Equity Fund RBB Fund, Inc. | 0.27 % | as of Feb 28, 2026 ↗ |
| SGI Enhanced Global Income ETF RBB Fund, Inc. | 0.23 % | as of Feb 28, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 0.14 % | as of Feb 28, 2026 ↗ |
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 0.06 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.01 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 5 | +1 | 134,337 | +77.4 % |
| 2026Q1 | 4 | +2 | 75,708 | +12.0 % |
| 2025Q4 | 2 | 0 | 67,587 | +6.3 % |
| 2025Q3 | 2 | 0 | 63,555 | +12.1 % |
| 2025Q2 | 2 | +1 | 56,709 | +41.3 % |
| 2025Q1 | 1 | 0 | 40,128 | +49.1 % |
| 2024Q4 | 1 | 0 | 26,920 | -53.9 % |
| 2024Q2 | 1 | 0 | 58,377 | +238.0 % |
| 2024Q1 | 1 | 0 | 17,270 | +6.1 % |
| 2023Q4 | 1 | 16,270 |
Institutional managers
9 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Ativo Capital Management LLC | 52,142 | 1.4M $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 37,968 | 983.4K $ | as of Mar 31, 2026 |
| GAMMA Investing LLC | 8,271 | 214.2K $ | as of Mar 31, 2026 |
| ATLAS CAPITAL ADVISORS INC. | 7,684 | 199K $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,082 | 28K $ | as of Mar 31, 2026 |
| Salomon & Ludwin, LLC | 561 | 14.6K $ | as of Mar 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | 382 | 10 $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 336 | 8.7K $ | as of Mar 31, 2026 |
| First Command Advisory Services, Inc. | 128 | 3.3K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding MS&AD Insurance Group Holdings". https://titelia.com/en/stocks/ms-ad-insurance-group-holdings-US5534911012