MSCI MSCI INC

Ownership history in Grove Bank & Trust  ·  24 quarters on record

AI Ownership Summary

Grove Bank & Trust reported MSCI INC (MSCI) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2024 Q3. The latest visible filing shows MSCI at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in MSCI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSCI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held MSCI — position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,121 -828 -42.5% 0.07% $604K 2026-04-08 $556.93
2025 Q4 REDUCED 1,949 -1,612 -45.3% 0.13% $1.1M 2026-01-08 $579.05
2025 Q3 REDUCED 3,561 -347 -8.9% 0.24% $2.0M 2025-10-06 $560.83
2025 Q2 REDUCED 3,908 -136 -3.4% 0.28% $2.3M 2025-07-11 $559.78
2025 Q1 ADDED 4,044 +142 +3.6% 0.31% $2.3M 2025-04-17 $539.61
2024 Q4 ADDED 3,902 +123 +3.3% 0.32% $2.3M 2025-01-16 $599.96
2024 Q3 ADDED 3,779 +1,299 +52.4% 0.33% $2.2M 2024-10-11 $594.08
2024 Q2 ADDED 2,480 +2,415 +3715.4% 0.19% $1.2M 2024-07-24 $522.56
2024 Q1 REDUCED 65 -12 -15.6% 0.01% $36K 2024-04-30 $454.15
2023 Q4 REDUCED 77 -38 -33.0% 0.01% $44K 2024-01-30 $585.55
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and MSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning MSCI?

Grove Bank & Trust reported MSCI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSCI position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for MSCI was 0.33% in 2024 Q3.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 1,121 shares, equal to 0.07% of portfolio, with an estimated market value of $604K.

What does the chart on this MSCI ownership page compare?

The chart compares Grove Bank & Trust's quarterly MSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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