BRC
MRSH

Bishop Rock Capital’s Marsh MRSH Stock Holding History

Bishop Rock Capital’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
Q3 		$1.93M Sell
10,153
-17,400
-63% -$3.33M 7.94% 3
2023
Q2 		$5.18M Buy
27,553
+19,442
+240% +$3.45M 7.51% 7
2023
Q1 		$1.35M Sell
8,111
-21,293
-72% -$3.55M 2.1% 13
2022
Q4 		$4.87M Sell
29,404
-8,167
-22% -$1.34M 6.48% 6
2022
Q3 		$5.61M Buy
37,571
+13,636
+57% +$2.19M 3.89% 13
2022
Q2 		$3.72M Sell
23,935
-61,561
-72% -$9.87M 3.61% 18
2022
Q1 		$14.6M Sell
85,496
-23,316
-21% -$3.68M 5.78% 8
2021
Q4 		$18.9M Buy
108,812
+2,572
+2% +$427K 5.65% 3
2021
Q3 		$16.1M Sell
106,240
-1,397
-1% -$211K 5.2% 6
2021
Q2 		$15.1M Sell
107,637
-20,305
-16% -$2.72M 4.66% 7
2021
Q1 		$15.6M Sell
127,942
-12,260
-9% -$1.41M 5.29% 5
2020
Q4 		$16.4M Sell
140,202
-4,138
-3% -$470K 5.2% 5
2020
Q3 		$16.6M Sell
144,340
-15,725
-10% -$1.8M 5.57% 6
2020
Q2 		$17.2M Sell
160,065
-5,344
-3% -$541K 5.64% 6
2020
Q1 		$14.3M Sell
165,409
-7,587
-4% -$809K 5.33% 10
2019
Q4 		$19.3M Sell
172,996
-4,580
-3% -$478K 4.63% 7
2019
Q3 		$17.8M Buy
177,576
+40,583
+30% +$4.06M 4.58% 15
2019
Q2 		$13.7M Buy
136,993
+3,940
+3% +$377K 4.4% 8
2019
Q1 		$12.5M Buy
133,053
+49,099
+58% +$4.34M 4.34% 11
2018
Q4 		$6.7M Buy
83,954
+9,777
+13% +$815K 4.28% 11
2018
Q3 		$6.14M Buy
74,177
+5,637
+8% +$478K 4.1% 12
2018
Q2 		$5.62M Buy
68,540
+5,737
+9% +$468K 4.24% 12
2018
Q1 		$5.19M Buy
62,803
+10,360
+20% +$858K 4.17% 10
2017
Q4 		$4.27M Sell
52,443
-21,047
-29% -$1.75M 3.72% 15
2017
Q3 		$6.16M Buy
73,490
+2,272
+3% +$180K 4.39% 7
2017
Q2 		$5.55M Buy
+71,218
New +$5.38M 2.85% 18

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bishop Rock Capital's MRSH Position: Q3 2023 in Review

Bishop Rock Capital reduced its Marsh (MRSH) stake by 63% in Q3 2023, selling an estimated $3.33M and leaving 10,153 shares worth $1.93M. The position accounts for 7.94% of the portfolio, ranked #3.

Bishop Rock Capital first reported a position in MRSH in Q2 2017 and has held it in 26 quarters since. The position peaked at $19.3M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Bishop Rock Capital held 10,153 shares of Marsh worth $1.93M as of Q3 2023.
  • Bishop Rock Capital sold 17,400 Marsh shares in Q3 2023, an estimated $3.33M.
  • Marsh made up 7.94% of Bishop Rock Capital's portfolio in Q3 2023, its #3 holding.
  • Bishop Rock Capital first reported a position in Marsh in Q2 2017 and has held it in 26 quarters since.
  • Bishop Rock Capital's Marsh position peaked at $19.3M in Q4 2019.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Bishop Rock Capital's 13F filing for Q3 2023, filed 13 Nov 2023.