MSCI β€” MSCI INC

Ownership history in HM PAYSON & CO  Β·  7 quarters on record

AI Ownership Summary

HM PAYSON & CO reported MSCI INC (MSCI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows MSCI at 0.25% 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 HM PAYSON & CO'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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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 HM PAYSON & CO held MSCI β€” position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,576 +13,295 +69.0% 0.25% $17.6M 2026-04-13 $552.75
2025 Q4 ADDED 19,281 +19,280 +1928000.0% 0.16% $11.1M 2026-02-12 $520.17
2024 Q3 REDUCED 1 -5 -83.3% 0.00% $583 2024-10-28 $583.96
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HM PAYSON & CO and MSCI

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

How long has HM PAYSON & CO reported owning MSCI?

HM PAYSON & CO reported MSCI across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MSCI position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for MSCI was 0.25% in 2026 Q1.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 32,576 shares, equal to 0.25% of portfolio, with an estimated market value of $17.6M.

What does the chart on this MSCI ownership page compare?

The chart compares HM PAYSON & CO'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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