IVA
MRSH

International Value Advisers’s Marsh MRSH Stock Holding History

International Value Advisers’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
-573,914
Closed -$47.5M – 32
2018
Q3 		$47.5M Sell
573,914
-116,231
-17% -$9.85M 1.3% 24
2018
Q2 		$56.6M Sell
690,145
-32,186
-4% -$2.63M 1.54% 21
2018
Q1 		$59.7M Sell
722,331
-10,465
-1% -$867K 1.68% 21
2017
Q4 		$59.6M Sell
732,796
-7,542
-1% -$627K 1.71% 20
2017
Q3 		$62M Sell
740,338
-5,523
-0.7% -$438K 1.87% 21
2017
Q2 		$58.1M Sell
745,861
-2,470
-0.3% -$187K 1.8% 22
2017
Q1 		$55.3M Sell
748,331
-4,030
-0.5% -$288K 1.76% 22
2016
Q4 		$50.9M Sell
752,361
-59,163
-7% -$3.97M 1.71% 22
2016
Q3 		$54.6M Sell
811,524
-19,701
-2% -$1.32M 1.61% 23
2016
Q2 		$56.9M Sell
831,225
-146,799
-15% -$9.42M 1.69% 21
2016
Q1 		$59.5M Sell
978,024
-118,654
-11% -$6.64M 1.72% 23
2015
Q4 		$60.8M Sell
1,096,678
-11,563
-1% -$637K 1.61% 22
2015
Q3 		$57.9M Sell
1,108,241
-1,478
-0.1% -$82.5K 1.52% 23
2015
Q2 		$62.9M Sell
1,109,719
-4,698
-0.4% -$271K 1.63% 22
2015
Q1 		$62.5M Sell
1,114,417
-6,069
-0.5% -$342K 1.57% 23
2014
Q4 		$64.1M Buy
1,120,486
+2,695
+0.2% +$148K 1.46% 26
2014
Q3 		$58.5M Buy
1,117,791
+12,129
+1% +$632K 1.33% 27
2014
Q2 		$57.3M Buy
1,105,662
+27,460
+3% +$1.36M 1.32% 28
2014
Q1 		$53.2M Buy
1,078,202
+6,763
+0.6% +$324K 1.28% 27
2013
Q4 		$51.8M Buy
1,071,439
+9,687
+0.9% +$449K 1.29% 28
2013
Q3 		$46.2M Buy
1,061,752
+1,865
+0.2% +$78.4K 1.21% 27
2013
Q2 		$42.3M Buy
+1,059,887
New +$41.5M 1.12% 26

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

International Value Advisers's MRSH Position: Q4 2018 in Review

International Value Advisers sold out of Marsh (MRSH) in Q4 2018, closing a stake of 573,914 shares — an estimated $47.5M sold.

International Value Advisers first reported a position in MRSH in Q2 2013 and held it in 22 quarters. The position peaked at $64.1M in Q4 2014. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

  • International Value Advisers reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
  • International Value Advisers sold 573,914 Marsh shares in Q4 2018, an estimated $47.5M.
  • International Value Advisers first reported a position in Marsh in Q2 2013 and held it in 22 quarters.
  • International Value Advisers's Marsh position peaked at $64.1M in Q4 2014.
  • 826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on International Value Advisers's 13F filing for Q4 2018, filed 13 Feb 2019.