IIP
MRSH

Intermede Investment Partners’s Marsh MRSH Stock Holding History

Intermede Investment Partners’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
2024
Q3 		– Sell
-468,068
Closed -$98.6M – 34
2024
Q2 		$98.6M Sell
468,068
-31,083
-6% -$6.39M 2.08% 26
2024
Q1 		$103M Sell
499,151
-89,865
-15% -$17.9M 2.1% 25
2023
Q4 		$112M Sell
589,016
-28,713
-5% -$5.55M 2.53% 21
2023
Q3 		$118M Sell
617,729
-24,508
-4% -$4.7M 3.01% 18
2023
Q2 		$121M Sell
642,237
-838
-0.1% -$149K 2.82% 20
2023
Q1 		$107M Sell
643,075
-92,465
-13% -$15.4M 2.62% 22
2022
Q4 		$122M Sell
735,540
-37,845
-5% -$6.19M 3.4% 16
2022
Q3 		$115M Buy
773,385
+38,123
+5% +$6.12M 3.24% 17
2022
Q2 		$114M Buy
735,262
+21,254
+3% +$3.41M 3.16% 18
2022
Q1 		$122M Sell
714,008
-74,218
-9% -$11.7M 2.85% 20
2021
Q4 		$137M Sell
788,226
-77,400
-9% -$12.9M 2.82% 21
2021
Q3 		$131M Sell
865,626
-144,573
-14% -$21.9M 3.02% 20
2021
Q2 		$142M Sell
1,010,199
-20,357
-2% -$2.73M 3.23% 19
2021
Q1 		$126M Buy
1,030,556
+36,153
+4% +$4.16M 3.21% 19
2020
Q4 		$116M Buy
994,403
+327,363
+49% +$37.2M 3.36% 20
2020
Q3 		$76.5M Buy
+667,040
New +$76.4M 3.2% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intermede Investment Partners's MRSH Position: Q3 2024 in Review

Intermede Investment Partners sold out of Marsh (MRSH) in Q3 2024, closing a stake of 468,068 shares — an estimated $98.6M sold.

Intermede Investment Partners first reported a position in MRSH in Q3 2020 and held it in 16 quarters. The position peaked at $142M in Q2 2021. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Intermede Investment Partners reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Intermede Investment Partners sold 468,068 Marsh shares in Q3 2024, an estimated $98.6M.
  • Intermede Investment Partners first reported a position in Marsh in Q3 2020 and held it in 16 quarters.
  • Intermede Investment Partners's Marsh position peaked at $142M in Q2 2021.
  • 1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Intermede Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.