EA
MRSH

Euclid Advisors’s Marsh MRSH Stock Holding History

Euclid Advisors’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
2016
Q3 		– Sell
-133,562
Closed -$9.14M – 299
2016
Q2 		$9.14M Sell
133,562
-34,470
-21% -$2.21M 0.4% 85
2016
Q1 		$10.2M Sell
168,032
-51,671
-24% -$2.89M 0.39% 85
2015
Q4 		$12.2M Buy
+219,703
New +$12.1M 0.37% 85
2015
Q3 		– Sell
-387,332
Closed -$22M – 360
2015
Q2 		$22M Buy
+387,332
New +$22.4M 0.43% 67
2015
Q1 		– Sell
-251,100
Closed -$14.4M – 380
2014
Q4 		$14.4M Buy
251,100
+15,323
+6% +$840K 0.13% 139
2014
Q3 		$12.3M Buy
235,777
+18,530
+9% +$966K 0.09% 211
2014
Q2 		$11.3M Sell
217,247
-57,520
-21% -$2.86M 0.08% 251
2014
Q1 		$13.5M Buy
274,767
+76,800
+39% +$3.68M 0.1% 179
2013
Q4 		$9.57M Sell
197,967
-7,580
-4% -$351K 0.08% 238
2013
Q3 		$8.95M Buy
205,547
+47,837
+30% +$2.01M 0.09% 216
2013
Q2 		$6.3M Buy
+157,710
New +$6.17M 0.08% 257

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Euclid Advisors's MRSH Position: Q3 2016 in Review

Euclid Advisors sold out of Marsh (MRSH) in Q3 2016, closing a stake of 133,562 shares — an estimated $9.14M sold.

Euclid Advisors first reported a position in MRSH in Q2 2013 and held it in 11 quarters. The position peaked at $22M in Q2 2015. 675 funds tracked by Wall St. Rank hold MRSH as of Q3 2016.

  • Euclid Advisors reported no remaining Marsh position as of Q3 2016 after selling out during the quarter.
  • Euclid Advisors sold 133,562 Marsh shares in Q3 2016, an estimated $9.14M.
  • Euclid Advisors first reported a position in Marsh in Q2 2013 and held it in 11 quarters.
  • Euclid Advisors's Marsh position peaked at $22M in Q2 2015.
  • 675 funds tracked by Wall St. Rank held Marsh as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.