Crestline Management’s Marsh MRSH Stock Holding History

Crestline 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
2024 Q4	–	Sell	-6,452	Closed	-$1.44M	–	826
2024 Q3	$1.44M	Buy	+6,452	New	+$1.43M	0.07%	225
2024 Q1	–	Sell	-27,000	Closed	-$5.12M	–	205
2023 Q4	$5.12M	Sell	27,000 -3,000	-10%	-$580K	0.44%	83
2023 Q3	$5.71M	Sell	30,000 -5,000	-14%	-$958K	0.67%	56
2023 Q2	$6.58M	Sell	35,000 -5,000	-13%	-$887K	0.69%	47
2023 Q1	$6.66M	Buy	40,000 +15,000	+60%	+$2.5M	0.79%	43
2022 Q4	$4.14M	Sell	25,000 -35,000	-58%	-$5.72M	0.61%	50
2022 Q3	$8.96M	Buy	+60,000	New	+$9.63M	1.21%	10
2022 Q2	–	Sell	-20,390	Closed	-$3.48M	–	266
2022 Q1	$3.48M	Buy	20,390 +7,167	+54%	+$1.13M	0.42%	54
2021 Q4	$2.3M	Buy	+13,223	New	+$2.2M	0.17%	108
2021 Q3	–	Sell	-45,000	Closed	-$6.33M	–	249
2021 Q2	$6.33M	Buy	+45,000	New	+$6.03M	0.55%	24

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crestline Management's MRSH Position: Q4 2024 in Review

Crestline Management sold out of Marsh (MRSH) in Q4 2024, closing a stake of 6,452 shares — an estimated $1.44M sold.

Crestline Management first reported a position in MRSH in Q2 2021 and held it in 10 quarters. The position peaked at $8.96M in Q3 2022. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

Crestline Management reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
Crestline Management sold 6,452 Marsh shares in Q4 2024, an estimated $1.44M.
Crestline Management first reported a position in Marsh in Q2 2021 and held it in 10 quarters.
Crestline Management's Marsh position peaked at $8.96M in Q3 2022.
1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Crestline Management's 13F filing for Q4 2024, filed 14 Feb 2025.