Dodge & Cox’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,860
| Closed | -$427K | – | 192 |
|
|
2022
Q3 | $427K | Hold |
2,860
| – | – | ﹤0.01% | 170 |
|
|
2022
Q2 | $444K | Hold |
2,860
| – | – | ﹤0.01% | 178 |
|
|
2022
Q1 | $487K | Hold |
2,860
| – | – | ﹤0.01% | 169 |
|
|
2021
Q4 | $497K | Hold |
2,860
| – | – | ﹤0.01% | 171 |
|
|
2021
Q3 | $433K | Hold |
2,860
| – | – | ﹤0.01% | 170 |
|
|
2021
Q2 | $402K | Sell |
2,860
-728
| -20% | -$97.6K | ﹤0.01% | 171 |
|
|
2021
Q1 | $437K | Buy |
3,588
+728
| +25% | +$83.8K | ﹤0.01% | 167 |
|
|
2020
Q4 | $335K | Hold |
2,860
| – | – | ﹤0.01% | 172 |
|
|
2020
Q3 | $328K | Hold |
2,860
| – | – | ﹤0.01% | 171 |
|
|
2020
Q2 | $307K | Hold |
2,860
| – | – | ﹤0.01% | 176 |
|
|
2020
Q1 | $247K | Hold |
2,860
| – | – | ﹤0.01% | 170 |
|
|
2019
Q4 | $319K | Hold |
2,860
| – | – | ﹤0.01% | 173 |
|
|
2019
Q3 | $286K | Hold |
2,860
| – | – | ﹤0.01% | 175 |
|
|
2019
Q2 | $285K | Hold |
2,860
| – | – | ﹤0.01% | 176 |
|
|
2019
Q1 | $269K | Sell |
2,860
-800
| -22% | -$70.8K | ﹤0.01% | 173 |
|
|
2018
Q4 | $292K | Hold |
3,660
| – | – | ﹤0.01% | 170 |
|
|
2018
Q3 | $303K | Hold |
3,660
| – | – | ﹤0.01% | 177 |
|
|
2018
Q2 | $300K | Hold |
3,660
| – | – | ﹤0.01% | 166 |
|
|
2018
Q1 | $302K | Hold |
3,660
| – | – | ﹤0.01% | 164 |
|
|
2017
Q4 | $298K | Hold |
3,660
| – | – | ﹤0.01% | 166 |
|
|
2017
Q3 | $307K | Hold |
3,660
| – | – | ﹤0.01% | 166 |
|
|
2017
Q2 | $285K | Sell |
3,660
-200
| -5% | -$15.1K | ﹤0.01% | 167 |
|
|
2017
Q1 | $285K | Hold |
3,860
| – | – | ﹤0.01% | 168 |
|
|
2016
Q4 | $261K | Sell |
3,860
-1,500
| -28% | -$101K | ﹤0.01% | 173 |
|
|
2016
Q3 | $360K | Hold |
5,360
| – | – | ﹤0.01% | 158 |
|
|
2016
Q2 | $367K | Sell |
5,360
-2,500
| -32% | -$161K | ﹤0.01% | 154 |
|
|
2016
Q1 | $478K | Hold |
7,860
| – | – | ﹤0.01% | 154 |
|
|
2015
Q4 | $436K | Sell |
7,860
-2,500
| -24% | -$138K | ﹤0.01% | 155 |
|
|
2015
Q3 | $541K | Hold |
10,360
| – | – | ﹤0.01% | 146 |
|
|
2015
Q2 | $587K | Hold |
10,360
| – | – | ﹤0.01% | 140 |
|
|
2015
Q1 | $581K | Sell |
10,360
-1,380
| -12% | -$77.8K | ﹤0.01% | 143 |
|
|
2014
Q4 | $672K | Buy |
11,740
+860
| +8% | +$47.2K | ﹤0.01% | 142 |
|
|
2014
Q3 | $569K | Buy |
+10,880
| New | +$567K | ﹤0.01% | 149 |
|
Other funds holding MRSH
Dodge & Cox's MRSH Position: Q4 2022 in Review
Dodge & Cox sold out of Marsh (MRSH) in Q4 2022, closing a stake of 2,860 shares — an estimated $427K sold.
Dodge & Cox first reported a position in MRSH in Q3 2014 and held it in 33 quarters. The position peaked at $672K in Q4 2014. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.
- Dodge & Cox reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
- Dodge & Cox sold 2,860 Marsh shares in Q4 2022, an estimated $427K.
- Dodge & Cox first reported a position in Marsh in Q3 2014 and held it in 33 quarters.
- Dodge & Cox's Marsh position peaked at $672K in Q4 2014.
- 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.
Based on Dodge & Cox's 13F filing for Q4 2022, filed 14 Feb 2023.