Follow The Filings

MSCI position history

The shares of MSCI that Meritage Group LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2022 Q4: 453 shares, $211K, <0.01% of portfolio, New
  2. 2023 Q1: not held, Exit
  3. 2023 Q2: 585 shares, $275K, <0.01% of portfolio, New
  4. 2023 Q3: 454 shares, $233K, <0.01% of portfolio, Reduce −22.4%
  5. 2023 Q4: 469 shares, $265K, <0.01% of portfolio, Add +3.3%
  6. 2024 Q1: 379 shares, $212K, <0.01% of portfolio, Reduce −19.2%
  7. 2024 Q2: not held, Exit
  8. 2024 Q3: not held
  9. 2024 Q4: not held
  10. 2025 Q1: not held
  11. 2025 Q2: 311,315 shares, $180M, 4.9% of portfolio, New
  12. 2025 Q3: 415,308 shares, $236M, 6.7% of portfolio, Add +33.4%
  13. 2025 Q4: 466,617 shares, $268M, 8.3% of portfolio, Add +12.4%
  14. 2026 Q1: 406,084 shares, $219M, 8.3% of portfolio, Reduce −13.0%
  15. 2026 Q2: 274,569 shares, $154M, 5.9% of portfolio, Reduce −32.4%
Holdings date Value % of holdings Shares Filing date All 13F holders