AH
MRSH

Andreas Halvorsen’s Marsh MRSH Stock Holding History

Andreas Halvorsen’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
2024
Q1 		– Sell
-237,706
Closed -$45M – 95
2023
Q4 		$45M Buy
+237,706
New +$45.9M 0.17% 67
2023
Q2 		– Sell
-257,443
Closed -$42.9M – 91
2023
Q1 		$42.9M Buy
+257,443
New +$42.9M 0.2% 66
2022
Q4 		– Sell
-1,006,898
Closed -$150M – 88
2022
Q3 		$150M Sell
1,006,898
-1,821,705
-64% -$292M 0.69% 40
2022
Q2 		$439M Buy
2,828,603
+577,960
+26% +$92.6M 2.01% 22
2022
Q1 		$384M Buy
2,250,643
+989,073
+78% +$156M 1.55% 23
2021
Q4 		$219M Buy
1,261,570
+105,385
+9% +$17.5M 0.63% 48
2021
Q3 		$175M Sell
1,156,185
-901,276
-44% -$136M 0.48% 59
2021
Q2 		$289M Sell
2,057,461
-24,426
-1% -$3.28M 0.88% 38
2021
Q1 		$254M Buy
2,081,887
+761,315
+58% +$87.7M 0.76% 46
2020
Q4 		$155M Buy
+1,320,572
New +$150M 0.42% 60
2018
Q1 		– Sell
-483,287
Closed -$39.3M – 67
2017
Q4 		$39.3M Buy
+483,287
New +$40.2M 0.24% 48
2017
Q3 		– Sell
-698,142
Closed -$54.4M – 68
2017
Q2 		$54.4M Buy
+698,142
New +$52.7M 0.37% 42
2017
Q1 		– Sell
-1,696,801
Closed -$115M – 72
2016
Q4 		$115M Buy
+1,696,801
New +$114M 0.52% 37
2016
Q3 		– Sell
-2,552,071
Closed -$175M – 69
2016
Q2 		$175M Buy
2,552,071
+475,115
+23% +$30.5M 0.74% 34
2016
Q1 		$126M Buy
2,076,956
+484,934
+30% +$27.2M 0.56% 31
2015
Q4 		$88.3M Buy
+1,592,022
New +$87.7M 0.33% 46
2014
Q4 		– Sell
-1,332,700
Closed -$69.8M – 75
2014
Q3 		$69.8M Buy
+1,332,700
New +$69.5M 0.28% 52

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Andreas Halvorsen's MRSH Position: Q1 2024 in Review

Andreas Halvorsen sold out of Marsh (MRSH) in Q1 2024, closing a stake of 237,706 shares — an estimated $45M sold.

Andreas Halvorsen first reported a position in MRSH in Q3 2014 and held it in 17 quarters. The position peaked at $439M in Q2 2022. 1,444 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Andreas Halvorsen reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Andreas Halvorsen sold 237,706 Marsh shares in Q1 2024, an estimated $45M.
  • Andreas Halvorsen first reported a position in Marsh in Q3 2014 and held it in 17 quarters.
  • Andreas Halvorsen's Marsh position peaked at $439M in Q2 2022.
  • 1,444 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Viking Global Investors's 13F filing for Q1 2024, filed 15 May 2024.