Baskin Financial Services Inc. MSCI — MSCI Inc

Ownership history in Baskin Financial Services Inc.  ·  8 quarters on record

AI Ownership Summary

Baskin Financial Services Inc. reported MSCI Inc (MSCI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 3.47% in 2024 Q4. The latest visible filing shows MSCI at 3.19% 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 MSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baskin Financial Services Inc.'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 3.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.47% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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.

MSCI stock page Baskin Financial Services Inc. fund profile Baskin Financial Services Inc. full holdings
How Baskin Financial Services Inc. held MSCI — position size vs. price
% of Fund (quarterly)    MSCI 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)
2026 Q1 REDUCED — — — 72,201 -856 -1.2% 3.19% $39K 2026-04-13 $550.76
2025 Q4 REDUCED — — — 73,057 -875 -1.2% 3.15% $41.9M 2026-01-27 $577.38
2025 Q3 ADDED — — — 73,932 +332 +0.5% 3.08% $42.0M 2025-10-09 $552.37
2025 Q2 ADDED — — — 73,600 +342 +0.5% 3.21% $42.4M 2025-07-24 $535.83
2025 Q1 ADDED — — — 73,258 +626 +0.9% 3.37% $41.4M 2025-04-28 $525.93
2024 Q4 ADDED — — — 72,632 +139 +0.2% 3.47% $43.6M 2025-01-24 $608.34
2024 Q3 ADDED — — — 72,493 +203 +0.3% 3.46% $42.3M 2024-10-16 $593.82
2024 Q2 INITIATED — — — 72,290 — — 2.98% $34.8M 2024-07-24 $520.68

🏢 Other funds also holding MSCI

As of 2026 Q1 — sorted by position size

Meritage Group LP 3Y 7Y 8.26% GFI Investment Counsel Ltd. 3Y 7Y 8.03% GOBI CAPITAL LLC 3Y 7Y 7.69% GCQ FUNDS MANAGEMENT PTY Ltd 7.62% Quantum Capital Management, LLC / NJ 3Y 7Y 7.55% Triveni Capital Investments LP 6.42% Consulta Ltd 3Y 7Y 5.37% Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 5.27% YCG, LLC 3Y 7Y 5.21% EDGEWOOD MANAGEMENT LLC 3Y 7Y 4.88%

FAQ About Baskin Financial Services Inc. and MSCI

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

How long has Baskin Financial Services Inc. reported owning MSCI?

Baskin Financial Services Inc. reported MSCI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported MSCI position in Baskin Financial Services Inc.'s portfolio?

The largest reported portfolio weight for MSCI was 3.47% in 2024 Q4.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2026 Q1, when Baskin Financial Services Inc. reported 72,201 shares, equal to 3.19% of portfolio, with an estimated market value of $39K.

What does the chart on this MSCI ownership page compare?

The chart compares Baskin Financial Services Inc.'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.

How well did Baskin Financial Services Inc. time their MSCI position?

Based on 13F filing dates vs. subsequent MSCI price moves, Baskin Financial Services Inc. correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on MSCI relative to SPY over the holding period was -11.1%.

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