Bowling Portfolio Management’s Marsh MRSH Stock Holding History

Bowling Portfolio 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
2017 Q4	–	Sell	-5,158	Closed	-$432K	–	389
2017 Q3	$432K	Sell	5,158 -200	-4%	-$15.9K	0.06%	313
2017 Q2	$418K	Sell	5,358 -5	-0.1%	-$378	0.06%	314
2017 Q1	$396K	Sell	5,363 -81,301	-94%	-$5.81M	0.07%	287
2016 Q4	$5.86M	Sell	86,664 -16,083	-16%	-$1.08M	0.87%	37
2016 Q3	$6.91M	Buy	102,747 +97,617	+1,903%	+$6.54M	0.97%	26
2016 Q2	$351K	Hold	5,130	–	–	0.06%	146
2016 Q1	$312K	Hold	5,130	–	–	0.05%	151
2015 Q4	$284K	Hold	5,130	–	–	0.06%	150
2015 Q3	$268K	Hold	5,130	–	–	0.06%	149
2015 Q2	$291K	Hold	5,130	–	–	0.06%	145
2015 Q1	$288K	Hold	5,130	–	–	0.06%	133
2014 Q4	$294K	Hold	5,130	–	–	0.06%	132
2014 Q3	$269K	Hold	5,130	–	–	0.06%	104
2014 Q2	$266K	Hold	5,130	–	–	0.06%	103
2014 Q1	$253K	Hold	5,130	–	–	0.06%	102
2013 Q4	$248K	Hold	5,130	–	–	0.06%	103
2013 Q3	$223K	Hold	5,130	–	–	0.06%	101
2013 Q2	$205K	Buy	+5,130	New	+$201K	0.06%	95

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bowling Portfolio Management's MRSH Position: Q4 2017 in Review

Bowling Portfolio Management sold out of Marsh (MRSH) in Q4 2017, closing a stake of 5,158 shares — an estimated $432K sold.

Bowling Portfolio Management first reported a position in MRSH in Q2 2013 and held it in 18 quarters. The position peaked at $6.91M in Q3 2016. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

Bowling Portfolio Management reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
Bowling Portfolio Management sold 5,158 Marsh shares in Q4 2017, an estimated $432K.
Bowling Portfolio Management first reported a position in Marsh in Q2 2013 and held it in 18 quarters.
Bowling Portfolio Management's Marsh position peaked at $6.91M in Q3 2016.
808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.