Fund Management at Engine No 1’s Marsh MRSH Stock Holding History

Fund Management at Engine No 1’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	-7,066	Closed	-$1.34M	–	264
2023 Q3	$1.34M	Buy	7,066 +624	+10%	+$120K	0.21%	98
2023 Q2	$1.21M	Buy	6,442 +439	+7%	+$77.9K	0.22%	99
2023 Q1	$1,000K	Buy	6,003 +543	+10%	+$90.5K	0.2%	105
2022 Q4	$904K	Buy	5,460 +662	+14%	+$108K	0.22%	103
2022 Q3	$716K	Sell	4,798 -270	-5%	-$43.3K	0.21%	102
2022 Q2	$787K	Buy	5,068 +793	+19%	+$127K	0.21%	105
2022 Q1	$729K	Buy	+4,275	New	+$674K	0.18%	118

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fund Management at Engine No 1's MRSH Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Marsh (MRSH) in Q4 2023, closing a stake of 7,066 shares — an estimated $1.34M sold.

Fund Management at Engine No 1 first reported a position in MRSH in Q1 2022 and held it in 7 quarters. The position peaked at $1.34M in Q3 2023. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 7,066 Marsh shares in Q4 2023, an estimated $1.34M.
Fund Management at Engine No 1 first reported a position in Marsh in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Marsh position peaked at $1.34M in Q3 2023.
1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.