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MSADY — MS AND AD INSURANCE

Reported value held$36.12K
Funds holding (latest)1
Sector—
Funds holding (Q2 2026)1
Institutional value$36.12K · 1.39K sh
New / Add / Cut / Exit0 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +28.2% (+305 sh)
Institutional value change Up +28.9%

As of Q2 2026, 1 SEC-registered investment managers reported holding MSADY (MS AND AD INSURANCE) in their latest 13F filings, with a combined reported value of $36.12K across 1.39K shares. That is +28.2% by share count (+305 shares) versus the previous quarter, while reported value moved +28.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
PNC Financial Services history 1.39K $36.12K 0.00% Add

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
PNC Financial Services history 1.08K $28.02K 0.00% Hold

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
PNC Financial Services history 1.09K $25.47K 0.00% Add

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
PNC Financial Services history 783 $17.63K 0.00% Reduce

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
PNC Financial Services history 945 $21.10K 0.00% Reduce

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
PNC Financial Services history 1.98K $42.82K 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 1 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
PNC Financial Services 1.39K 1.08K 1.09K 783 945 1.98K 2.09K 1.76K 1.81K 1.36K

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