AAM
MRSH

Ardevora Asset Management’s Marsh MRSH Stock Holding History

Ardevora Asset Management’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 		$16.2M Sell
85,562
-76,527
-47% -$14.8M 1.44% 20
2023
Q3 		$30.8M Sell
162,089
-144,091
-47% -$27.6M 1.52% 12
2023
Q2 		$57.6M Sell
306,180
-199,700
-39% -$35.4M 1.39% 11
2023
Q1 		$84.3M Buy
505,880
+55,411
+12% +$9.23M 1.51% 8
2022
Q4 		$74.5M Sell
450,469
-63,620
-12% -$10.4M 1.27% 11
2022
Q3 		$76.7M Buy
514,089
+155,500
+43% +$24.9M 1.38% 1
2022
Q2 		$55.7M Buy
+358,589
New +$57.5M 0.91% 31

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ardevora Asset Management's MRSH Position: Q4 2023 in Review

Ardevora Asset Management reduced its Marsh (MRSH) stake by 47% in Q4 2023, selling an estimated $14.8M and leaving 85,562 shares worth $16.2M. The position accounts for 1.44% of the portfolio, ranked #20.

Ardevora Asset Management first reported a position in MRSH in Q2 2022 and has held it in 7 quarters since. The position peaked at $84.3M in Q1 2023. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Ardevora Asset Management held 85,562 shares of Marsh worth $16.2M as of Q4 2023.
  • Ardevora Asset Management sold 76,527 Marsh shares in Q4 2023, an estimated $14.8M.
  • Marsh made up 1.44% of Ardevora Asset Management's portfolio in Q4 2023, its #20 holding.
  • Ardevora Asset Management first reported a position in Marsh in Q2 2022 and has held it in 7 quarters since.
  • Ardevora Asset Management's Marsh position peaked at $84.3M in Q1 2023.
  • 1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Ardevora Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.