Echo Street Capital Management’s Marsh MRSH Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-1,265,958	Closed	-$241M	–	269
2023 Q3	$241M	Sell	1,265,958 -795,409	-39%	-$152M	2.24%	12
2023 Q2	$388M	Buy	2,061,367 +1,190,966	+137%	+$211M	3.32%	4
2023 Q1	$145M	Buy	870,401 +231,330	+36%	+$38.5M	1.3%	29
2022 Q4	$106M	Sell	639,071 -181,928	-22%	-$29.7M	1.02%	46
2022 Q3	$123M	Buy	820,999 +120,846	+17%	+$19.4M	1.17%	35
2022 Q2	$109M	Buy	700,153 +4,107	+0.6%	+$658K	0.99%	45
2022 Q1	$119M	Buy	696,046 +692,503	+19,546%	+$109M	0.85%	57
2021 Q4	$616K	Sell	3,543 -1,691	-32%	-$281K	﹤0.01%	359
2021 Q3	$793K	Buy	+5,234	New	+$792K	0.01%	295
2021 Q1	–	Sell	-11,815	Closed	-$1.38M	–	570
2020 Q4	$1.38M	Buy	+11,815	New	+$1.34M	0.01%	130
2020 Q3	–	Sell	-512,566	Closed	-$55M	–	276
2020 Q2	$55M	Buy	512,566 +251,908	+97%	+$25.5M	0.65%	58
2020 Q1	$22.5M	Buy	260,658 +204,099	+361%	+$21.8M	0.49%	79
2019 Q4	$6.3M	Sell	56,559 -81,761	-59%	-$8.54M	0.1%	166
2019 Q3	$13.8M	Hold	138,320	–	–	0.23%	130
2019 Q2	$13.8M	Buy	+138,320	New	+$13.2M	0.24%	124
2018 Q4	–	Sell	-246,979	Closed	-$20.4M	–	188
2018 Q3	$20.4M	Sell	246,979 -271,758	-52%	-$23M	0.45%	83
2018 Q2	$42.5M	Buy	518,737 +207,614	+67%	+$16.9M	1.04%	26
2018 Q1	$25.7M	Buy	311,123 +136,111	+78%	+$11.3M	0.75%	49
2017 Q4	$14.2M	Buy	+175,012	New	+$14.5M	0.43%	83
2016 Q1	–	Sell	-9,026	Closed	-$500K	–	181
2015 Q4	$500K	Buy	9,026 +2,369	+36%	+$131K	0.02%	183
2015 Q3	$348K	Buy	+6,657	New	+$372K	0.01%	195
2014 Q1	–	Sell	-162,807	Closed	-$7.87M	–	135
2013 Q4	$7.87M	Buy	162,807 +76,807	+89%	+$3.56M	0.77%	46
2013 Q3	$3.75M	Buy	+86,000	New	+$3.62M	0.48%	54

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Echo Street Capital Management's MRSH Position: Q4 2023 in Review

Echo Street Capital Management sold out of Marsh (MRSH) in Q4 2023, closing a stake of 1,265,958 shares — an estimated $241M sold.

Echo Street Capital Management first reported a position in MRSH in Q3 2013 and held it in 23 quarters. The position peaked at $388M in Q2 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Echo Street Capital Management reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,265,958 Marsh shares in Q4 2023, an estimated $241M.
Echo Street Capital Management first reported a position in Marsh in Q3 2013 and held it in 23 quarters.
Echo Street Capital Management's Marsh position peaked at $388M in Q2 2023.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.