BP’s Marsh MRSH Stock Holding History

BP’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
2021 Q3	–	Sell	-11,481	Closed	-$1.61M	–	331
2021 Q2	$1.61M	Sell	11,481 -5,283	-32%	-$708K	0.07%	168
2021 Q1	$2.04M	Sell	16,764 -2,828	-14%	-$326K	0.07%	168
2020 Q4	$2.29M	Sell	19,592 -21,012	-52%	-$2.39M	0.07%	171
2020 Q3	$4.65M	Sell	40,604 -11,396	-22%	-$1.31M	0.11%	156
2020 Q2	$5.58M	Hold	52,000	–	–	0.2%	114
2020 Q1	$4.49M	Hold	52,000	–	–	0.19%	121
2019 Q4	$5.79M	Hold	52,000	–	–	0.2%	120
2019 Q3	$5.2M	Sell	52,000 -3,000	-5%	-$300K	0.19%	125
2019 Q2	$5.48M	Hold	55,000	–	–	0.2%	121
2019 Q1	$5.16M	Hold	55,000	–	–	0.2%	131
2018 Q4	$4.38M	Sell	55,000 -5,000	-8%	-$417K	0.18%	139
2018 Q3	$4.96M	Hold	60,000	–	–	0.15%	160
2018 Q2	$4.92M	Hold	60,000	–	–	0.16%	161
2018 Q1	$4.96M	Hold	60,000	–	–	0.18%	150
2017 Q4	$4.88M	Sell	60,000 -5,000	-8%	-$416K	0.17%	152
2017 Q3	$5.45M	Hold	65,000	–	–	0.19%	144
2017 Q2	$5.07M	Hold	65,000	–	–	0.19%	155
2017 Q1	$4.8M	Hold	65,000	–	–	0.18%	145
2016 Q4	$4.39M	Hold	65,000	–	–	0.17%	160
2016 Q3	$4.37M	Sell	65,000 -20,000	-24%	-$1.34M	0.17%	164
2016 Q2	$5.82M	Buy	85,000 +15,000	+21%	+$963K	0.23%	129
2016 Q1	$4.25M	Hold	70,000	–	–	0.17%	161
2015 Q4	$3.88M	Hold	70,000	–	–	0.16%	176
2015 Q3	$3.65M	Sell	70,000 -34,000	-33%	-$1.9M	0.16%	172
2015 Q2	$5.89M	Hold	104,000	–	–	0.22%	149
2015 Q1	$5.83M	Hold	104,000	–	–	0.19%	156
2014 Q4	$5.95M	Buy	104,000 +32,000	+44%	+$1.76M	0.15%	160
2014 Q3	$3.77M	Buy	+72,000	New	+$3.75M	0.11%	188

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 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 International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BP's MRSH Position: Q3 2021 in Review

BP sold out of Marsh (MRSH) in Q3 2021, closing a stake of 11,481 shares — an estimated $1.61M sold.

BP first reported a position in MRSH in Q3 2014 and held it in 28 quarters. The position peaked at $5.95M in Q4 2014. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

BP reported no remaining Marsh position as of Q3 2021 after selling out during the quarter.
BP sold 11,481 Marsh shares in Q3 2021, an estimated $1.61M.
BP first reported a position in Marsh in Q3 2014 and held it in 28 quarters.
BP's Marsh position peaked at $5.95M in Q4 2014.
1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.