DA
MRSH

Duality Advisers’s Marsh MRSH Stock Holding History

Duality 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
2023
Q4 		– Sell
-18,187
Closed -$3.46M – 676
2023
Q3 		$3.46M Buy
+18,187
New +$3.49M 0.42% 59
2023
Q1 		– Sell
-32,132
Closed -$5.32M – 695
2022
Q4 		$5.32M Buy
+32,132
New +$5.25M 0.61% 6
2022
Q3 		– Sell
-7,517
Closed -$1.17M – 663
2022
Q2 		$1.17M Buy
+7,517
New +$1.2M 0.12% 320
2022
Q1 		– Sell
-29,619
Closed -$5.15M – 755
2021
Q4 		$5.15M Sell
29,619
-21,421
-42% -$3.56M 0.56% 30
2021
Q3 		$7.73M Buy
+51,040
New +$7.72M 0.59% 9
2021
Q2 		– Sell
-9,653
Closed -$1.18M – 662
2021
Q1 		$1.18M Sell
9,653
-69,929
-88% -$8.05M 0.1% 316
2020
Q4 		$9.31M Buy
79,582
+57,922
+267% +$6.58M 0.69% 21
2020
Q3 		$2.48M Buy
21,660
+15,710
+264% +$1.8M 0.16% 180
2020
Q2 		$639K Buy
+5,950
New +$602K 0.06% 289
2019
Q4 		– Sell
-46,840
Closed -$4.69M – 415
2019
Q3 		$4.69M Buy
46,840
+11,550
+33% +$1.15M 0.26% 126
2019
Q2 		$3.52M Sell
35,290
-15,130
-30% -$1.45M 0.31% 100
2019
Q1 		$4.73M Buy
+50,420
New +$4.46M 0.28% 108

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Duality Advisers's MRSH Position: Q4 2023 in Review

Duality Advisers sold out of Marsh (MRSH) in Q4 2023, closing a stake of 18,187 shares — an estimated $3.46M sold.

Duality Advisers first reported a position in MRSH in Q1 2019 and held it in 12 quarters. The position peaked at $9.31M in Q4 2020. 1,372 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Duality Advisers reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Duality Advisers sold 18,187 Marsh shares in Q4 2023, an estimated $3.46M.
  • Duality Advisers first reported a position in Marsh in Q1 2019 and held it in 12 quarters.
  • Duality Advisers's Marsh position peaked at $9.31M in Q4 2020.
  • 1,372 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.