CA
MRSH

Capitolis Advisors’s Marsh MRSH Stock Holding History

Capitolis Advisors’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
Q1 		– Sell
-165,037
Closed -$28.7M – 351
2021
Q4 		$28.7M Buy
165,037
+78,477
+91% +$13M 0.17% 117
2021
Q3 		$14M Sell
86,560
-20,807
-19% -$3.15M 0.13% 139
2021
Q2 		$15.1M Sell
107,367
-41,784
-28% -$5.6M 0.18% 128
2021
Q1 		$18.2M Sell
149,151
-109,093
-42% -$12.6M 0.31% 81
2020
Q4 		$30.2M Buy
+258,244
New +$29.3M 0.51% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

Capitolis Advisors's MRSH Position: Q1 2022 in Review

Capitolis Advisors sold out of Marsh (MRSH) in Q1 2022, closing a stake of 165,037 shares — an estimated $28.7M sold.

Capitolis Advisors first reported a position in MRSH in Q4 2020 and held it in 5 quarters. The position peaked at $30.2M in Q4 2020. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Capitolis Advisors reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 165,037 Marsh shares in Q1 2022, an estimated $28.7M.
  • Capitolis Advisors first reported a position in Marsh in Q4 2020 and held it in 5 quarters.
  • Capitolis Advisors's Marsh position peaked at $30.2M in Q4 2020.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.