RHUMBLINE ADVISERS MSADY MS&AD INSURANCE UNSPONS ADR

Ownership history in RHUMBLINE ADVISERS  ·  15 quarters on record

AI Ownership Summary

RHUMBLINE ADVISERS reported MS&AD INSURANCE UNSPONS ADR (MSADY) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MSADY at 0.00% 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 MSADY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RHUMBLINE ADVISERS's position in MS&AD INSURANCE UNSPONS ADR, 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

MSADY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
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 RHUMBLINE ADVISERS held MSADY — position size vs. price
% of Fund (quarterly)    MSADY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 37,968 +2,412 +6.8% 0.00% $983K 2026-05-12 $27.24
2025 Q4 ADDED 35,556 +10,532 +42.1% 0.00% $833K 2026-02-13 $27.82
2025 Q3 ADDED 25,024 +330 +1.3% 0.00% $564K 2025-11-14 (Est.) $21.61
2025 Q2 REDUCED 24,694 -630 -2.5% 0.00% $551K 2025-08-12 $23.56
2025 Q1 REDUCED 25,324 -372 -1.4% 0.00% $549K 2025-04-08 $18.87
2024 Q4 ADDED 25,696 +44 +0.2% 0.00% $559K 2025-01-30 $20.70
2024 Q3 REDUCED 8.4% -6.0% 25,652 -2,348 -8.4% 0.00% $592K 2024-11-12 $23.03
2024 Q2 ADDED 28,000 +14,188 +102.7% 0.00% $623K 2024-08-01 $21.12
2024 Q1 ADDED 13,812 +1,808 +15.1% 0.00% $369K 2024-05-09 $17.72
2023 Q4 REDUCED 12,004 -462 -3.7% 0.00% $235K 2024-02-08 $12.90
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RHUMBLINE ADVISERS and MSADY

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

How long has RHUMBLINE ADVISERS reported owning MSADY?

RHUMBLINE ADVISERS reported MSADY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSADY position in RHUMBLINE ADVISERS's portfolio?

The largest reported portfolio weight for MSADY was 0.00% in 2026 Q1.

What is the latest reported MSADY position on this page?

The most recent filing on this page is 2026 Q1, when RHUMBLINE ADVISERS reported 37,968 shares, equal to 0.00% of portfolio, with an estimated market value of $983K.

What does the chart on this MSADY ownership page compare?

The chart compares RHUMBLINE ADVISERS's quarterly MSADY 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 RHUMBLINE ADVISERS time their MSADY position?

Based on 13F filing dates vs. subsequent MSADY price moves, RHUMBLINE ADVISERS correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on MSADY relative to SPY over the holding period was +12.8%.

← Back to RHUMBLINE ADVISERS Holdings