ELI
MRSH

Empire Life Investments’s Marsh MRSH Stock Holding History

Empire Life Investments’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
2018
Q4 		– Sell
-126,814
Closed -$10.5M – 100
2018
Q3 		$10.5M Sell
126,814
-8,469
-6% -$717K 0.8% 45
2018
Q2 		$11.1M Buy
135,283
+654
+0.5% +$53.4K 0.8% 44
2018
Q1 		$11.1M Buy
134,629
+2,527
+2% +$209K 0.79% 46
2017
Q4 		$10.8M Sell
132,102
-77,925
-37% -$6.48M 0.83% 45
2017
Q3 		$17.6M Sell
210,027
-30,008
-13% -$2.38M 1.42% 29
2017
Q2 		$18.7M Buy
240,035
+1,546
+0.6% +$117K 1.63% 19
2017
Q1 		$13.4M Sell
238,489
-181,921
-43% -$13M 1.31% 30
2016
Q4 		$29.4M Buy
+420,410
New +$28.2M 2.38% 9

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Empire Life Investments's MRSH Position: Q4 2018 in Review

Empire Life Investments sold out of Marsh (MRSH) in Q4 2018, closing a stake of 126,814 shares — an estimated $10.5M sold.

Empire Life Investments first reported a position in MRSH in Q4 2016 and held it in 8 quarters. The position peaked at $29.4M in Q4 2016. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

  • Empire Life Investments reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
  • Empire Life Investments sold 126,814 Marsh shares in Q4 2018, an estimated $10.5M.
  • Empire Life Investments first reported a position in Marsh in Q4 2016 and held it in 8 quarters.
  • Empire Life Investments's Marsh position peaked at $29.4M in Q4 2016.
  • 826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on Empire Life Investments's 13F filing for Q4 2018, filed 4 Feb 2019.