CTA
MRSH

Carillon Tower Advisers’s Marsh MRSH Stock Holding History

Carillon Tower Advisers’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
2020
Q4 		$10.8M Sell
92,396
-13,929
-13% -$1.58M 0.07% 324
2020
Q3 		$12.2M Sell
106,325
-44,000
-29% -$5.04M 0.16% 223
2020
Q2 		$16.1M Sell
150,325
-31,250
-17% -$3.16M 0.12% 229
2020
Q1 		$15.7M Sell
181,575
-132,825
-42% -$14.2M 0.15% 207
2019
Q4 		$35M Sell
314,400
-200,700
-39% -$21M 0.23% 151
2019
Q3 		$51.5M Sell
515,100
-125,025
-20% -$12.5M 0.36% 91
2019
Q2 		$63.9M Buy
+640,125
New +$61.3M 0.44% 64

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carillon Tower Advisers's MRSH Position: Q4 2020 in Review

Carillon Tower Advisers reduced its Marsh (MRSH) stake by 13% in Q4 2020, selling an estimated $1.58M and leaving 92,396 shares worth $10.8M. The position accounts for 0.07% of the portfolio, ranked #324.

Carillon Tower Advisers first reported a position in MRSH in Q2 2019 and has held it in 7 quarters since. The position peaked at $63.9M in Q2 2019. 976 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

  • Carillon Tower Advisers held 92,396 shares of Marsh worth $10.8M as of Q4 2020.
  • Carillon Tower Advisers sold 13,929 Marsh shares in Q4 2020, an estimated $1.58M.
  • Marsh made up 0.07% of Carillon Tower Advisers's portfolio in Q4 2020, its #324 holding.
  • Carillon Tower Advisers first reported a position in Marsh in Q2 2019 and has held it in 7 quarters since.
  • Carillon Tower Advisers's Marsh position peaked at $63.9M in Q2 2019.
  • 976 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.