CGT
MRSH

Capital Guardian Trust’s Marsh MRSH Stock Holding History

Capital Guardian Trust’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
2019
Q2 		$73.1M Buy
733,304
+3,177
+0.4% +$304K 0.99% 34
2019
Q1 		$68.5M Sell
730,127
-2,299
-0.3% -$203K 0.91% 39
2018
Q4 		$58.4M Sell
732,426
-6,905
-0.9% -$576K 0.93% 33
2018
Q3 		$61.2M Sell
739,331
-39,272
-5% -$3.33M 0.83% 44
2018
Q2 		$63.8M Sell
778,603
-34,672
-4% -$2.83M 0.91% 36
2018
Q1 		$67.2M Sell
813,275
-13,775
-2% -$1.14M 0.95% 30
2017
Q4 		$67.3M Buy
827,050
+123,333
+18% +$10.3M 0.95% 30
2017
Q3 		$59M Sell
703,717
-2,018
-0.3% -$160K 1.03% 29
2017
Q2 		$55M Sell
705,735
-1,421,637
-67% -$107M 1.01% 32
2017
Q1 		$157M Sell
2,127,372
-33,240
-2% -$2.38M 1.18% 21
2016
Q4 		$146M Sell
2,160,612
-473,791
-18% -$31.8M 1.15% 22
2016
Q3 		$177M Sell
2,634,403
-90,116
-3% -$6.04M 1.34% 14
2016
Q2 		$187M Sell
2,724,519
-88,472
-3% -$5.68M 1.43% 9
2016
Q1 		$171M Sell
2,812,991
-38,900
-1% -$2.18M 1.32% 15
2015
Q4 		$158M Sell
2,851,891
-187,433
-6% -$10.3M 1.23% 17
2015
Q3 		$159M Sell
3,039,324
-66,932
-2% -$3.74M 1.29% 16
2015
Q2 		$176M Sell
3,106,256
-47,880
-2% -$2.77M 1.27% 17
2015
Q1 		$177M Sell
3,154,136
-53,560
-2% -$3.02M 1.31% 16
2014
Q4 		$184M Sell
3,207,696
-44,620
-1% -$2.45M 1.27% 21
2014
Q3 		$170M Sell
3,252,316
-365,154
-10% -$19M 1.21% 21
2014
Q2 		$187M Sell
3,617,470
-291,510
-7% -$14.5M 1.28% 20
2014
Q1 		$193M Buy
3,908,980
+283,832
+8% +$13.6M 1.3% 22
2013
Q4 		$175M Buy
3,625,148
+52,305
+1% +$2.42M 1.16% 25
2013
Q3 		$156M Sell
3,572,843
-21,663
-0.6% -$911K 1.08% 27
2013
Q2 		$143M Buy
+3,594,506
New +$141M 1% 32

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Guardian Trust's MRSH Position: Q2 2019 in Review

Capital Guardian Trust increased its Marsh (MRSH) stake by 0.44% in Q2 2019, buying an estimated $304K and bringing the position to 733,304 shares worth $73.1M. The position accounts for 0.99% of the portfolio, ranked #34.

Capital Guardian Trust first reported a position in MRSH in Q2 2013 and has held it in 25 quarters since. The position peaked at $193M in Q1 2014. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

  • Capital Guardian Trust held 733,304 shares of Marsh worth $73.1M as of Q2 2019.
  • Capital Guardian Trust bought 3,177 Marsh shares in Q2 2019, an estimated $304K.
  • Marsh made up 0.99% of Capital Guardian Trust's portfolio in Q2 2019, its #34 holding.
  • Capital Guardian Trust first reported a position in Marsh in Q2 2013 and has held it in 25 quarters since.
  • Capital Guardian Trust's Marsh position peaked at $193M in Q1 2014.
  • 845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.