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Artemis Investment Management’s Marsh MRSH Stock Holding History

Artemis Investment 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
2024
Q3 		– Sell
-42,555
Closed -$8.97M – 218
2024
Q2 		$8.97M Buy
+42,555
New +$8.74M 0.12% 147
2024
Q1 		– Sell
-228,532
Closed -$43.3M – 240
2023
Q4 		$43.3M Buy
228,532
+54,793
+32% +$10.6M 0.62% 53
2023
Q3 		$33M Buy
173,739
+6,256
+4% +$1.2M 0.46% 59
2023
Q2 		$31.5M Buy
167,483
+7,165
+4% +$1.27M 0.39% 77
2023
Q1 		$26.6M Hold
160,318
– – 0.33% 95
2022
Q4 		$26.7M Sell
160,318
-69,899
-30% -$11.4M 0.3% 92
2022
Q3 		$34.4M Buy
230,217
+26,137
+13% +$4.19M 0.39% 79
2022
Q2 		$31.8M Buy
204,080
+99,382
+95% +$15.9M 0.33% 96
2022
Q1 		$17.8M Sell
104,698
-204,327
-66% -$32.2M 0.14% 160
2021
Q4 		$53.6M Sell
309,025
-482
-0.2% -$80.1K 0.39% 85
2021
Q3 		$46.8M Buy
309,507
+83,889
+37% +$12.7M 0.37% 78
2021
Q2 		$31.8M Buy
+225,618
New +$30.3M 0.27% 116
2020
Q3 		– Sell
-36,721
Closed -$3.95M – 268
2020
Q2 		$3.95M Sell
36,721
-169,960
-82% -$17.2M 0.05% 221
2020
Q1 		$17.9M Buy
206,681
+84,439
+69% +$9M 0.03% 90
2019
Q4 		$13.6M Sell
122,242
-251,362
-67% -$26.3M 0.17% 136
2019
Q3 		$37.3M Sell
373,604
-62,379
-14% -$6.24M 0.51% 65
2019
Q2 		$43.4M Buy
435,983
+49,985
+13% +$4.78M 0.51% 55
2019
Q1 		$36.3M Buy
+385,998
New +$34.1M 0.42% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artemis Investment Management's MRSH Position: Q3 2024 in Review

Artemis Investment Management sold out of Marsh (MRSH) in Q3 2024, closing a stake of 42,555 shares — an estimated $8.97M sold.

Artemis Investment Management first reported a position in MRSH in Q1 2019 and held it in 18 quarters. The position peaked at $53.6M in Q4 2021. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Artemis Investment Management reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Artemis Investment Management sold 42,555 Marsh shares in Q3 2024, an estimated $8.97M.
  • Artemis Investment Management first reported a position in Marsh in Q1 2019 and held it in 18 quarters.
  • Artemis Investment Management's Marsh position peaked at $53.6M in Q4 2021.
  • 1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Artemis Investment Management's 13F filing for Q3 2024, filed 8 Oct 2024.