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Msci shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Msci (MSCI) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Msci

Tip: Access up to 7 years of quarterly data

All positions including Msci held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msci by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 3.3k 567.41
2025-06-30 $1.9M 3.3k 576.74
2025-03-31 $1.9M 3.3k 565.57
2024-12-31 $2.0M 3.3k 600.01
2024-09-30 $1.9M 3.3k 582.93
2024-06-30 $1.5M 3.2k 481.75

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Regan Total Return Income Institutional Equity Funds (RCIRX)

View all positions for Trivant Custom Portfolio Group

Top funds holding Msci

Vanguard Group
BlackRock
State Street Corporation
Bamco
Geode Capital Management
Edgewood Management
Principal Financial Group
Polen Capital Management
T. Rowe Price Investment Management
Morgan Stanley
Jpmorgan Chase & Co
Fiera Capital Corporation
StonePine Asset Management
Mitsubishi UFJ Asset Management
Northern Trust

View all funds holding Msci