BR
MRSH

Bob Robotti’s Marsh MRSH Stock Holding History

Bob Robotti’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
2022
Q2 		– Sell
-4,000
Closed -$682K – 72
2022
Q1 		$682K Hold
4,000
– – 0.14% 53
2021
Q4 		$695K Hold
4,000
– – 0.14% 52
2021
Q3 		$606K Hold
4,000
– – 0.14% 54
2021
Q2 		$563K Hold
4,000
– – 0.14% 60
2021
Q1 		$487K Buy
+4,000
New +$461K 0.12% 58

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bob Robotti's MRSH Position: Q2 2022 in Review

Bob Robotti sold out of Marsh (MRSH) in Q2 2022, closing a stake of 4,000 shares — an estimated $682K sold.

Bob Robotti first reported a position in MRSH in Q1 2021 and held it in 5 quarters. The position peaked at $695K in Q4 2021. 1,149 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

  • Bob Robotti reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
  • Bob Robotti sold 4,000 Marsh shares in Q2 2022, an estimated $682K.
  • Bob Robotti first reported a position in Marsh in Q1 2021 and held it in 5 quarters.
  • Bob Robotti's Marsh position peaked at $695K in Q4 2021.
  • 1,149 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Robotti Robert's 13F filing for Q2 2022, filed 12 Aug 2022.