M&G Plc MSA MSA SAFETY INC

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported MSA SAFETY INC (MSA) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.67% in 2025 Q2. The latest visible filing shows MSA at 0.60% 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.

What this MSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in MSA SAFETY 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
2025 Q4

MSA was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 M&G Plc held MSA — position size vs. price
% of Fund (quarterly)    MSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 728,727 +4,899 +0.7% 0.60% $116.6M 2026-02-14 (Est.) $201.94
2025 Q3 ADDED 723,828 +1,577 +0.2% 0.66% $124.5M 2025-11-07 $158.02
2025 Q2 ADDED 722,251 +709,596 +5607.2% 0.67% $121.3M 2025-08-08 $172.61
2025 Q1 REDUCED 12,655 -352 -2.7% 0.01% $1.9M 2025-05-13 $159.01
2024 Q4 REDUCED 14.2% -11.2% 13,007 -2,148 -14.2% 0.01% $2.2M 2025-02-11 $162.96
2024 Q3 REDUCED 12.2% -6.2% 15,155 -2,109 -12.2% 0.01% $2.7M 2024-10-31 $162.91
2024 Q2 REDUCED 7.6% -5.2% 17,264 -1,422 -7.6% 0.01% $3.2M 2024-07-16 $195.68
2024 Q1 INITIATED 18,686 0.01% $3.6M 2024-05-10 $185.27

FAQ About M&G Plc and MSA

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

How long has M&G Plc reported owning MSA?

M&G Plc reported MSA across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MSA position in M&G Plc's portfolio?

The largest reported portfolio weight for MSA was 0.67% in 2025 Q2.

What is the latest reported MSA position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 728,727 shares, equal to 0.60% of portfolio, with an estimated market value of $116.6M.

What does the chart on this MSA ownership page compare?

The chart compares M&G Plc's quarterly MSA 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.

How well did M&G Plc time their MSA position?

Based on 13F filing dates vs. subsequent MSA price moves, M&G Plc correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on MSA relative to SPY over the holding period was -2.9%.

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