Advisory Research’s Marsh MRSH Stock Holding History

Advisory Research’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,571	Closed	-$299K	–	425
2023 Q3	$299K	Sell	1,571 -25	-2%	-$4.79K	0.04%	374
2023 Q2	$300K	Buy	+1,596	New	+$283K	0.04%	374
2014 Q2	–	Sell	-1,429	Closed	-$70K	–	544
2014 Q1	$70K	Buy	+1,429	New	+$68.4K	﹤0.01%	516

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's MRSH Position: Q4 2023 in Review

Advisory Research sold out of Marsh (MRSH) in Q4 2023, closing a stake of 1,571 shares — an estimated $299K sold.

Advisory Research first reported a position in MRSH in Q1 2014 and held it in 3 quarters. The position peaked at $300K in Q2 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Advisory Research reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,571 Marsh shares in Q4 2023, an estimated $299K.
Advisory Research first reported a position in Marsh in Q1 2014 and held it in 3 quarters.
Advisory Research's Marsh position peaked at $300K in Q2 2023.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.