IR
MRSH

Invictus RG’s Marsh MRSH Stock Holding History

Invictus RG’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
2017
Q4 		– Sell
-1,267
Closed -$106K – 398
2017
Q3 		$106K Buy
+1,267
New +$100K 0.1% 283
2017
Q2 		– Sell
-8,172
Closed -$604K – 754
2017
Q1 		$604K Buy
8,172
+7,347
+891% +$525K 0.41% 25
2016
Q4 		$56K Buy
825
+603
+272% +$40.4K 0.04% 456
2016
Q3 		$15K Buy
+222
New +$14.9K 0.01% 608

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Invictus RG's MRSH Position: Q4 2017 in Review

Invictus RG sold out of Marsh (MRSH) in Q4 2017, closing a stake of 1,267 shares — an estimated $106K sold.

Invictus RG first reported a position in MRSH in Q3 2016 and held it in 4 quarters. The position peaked at $604K in Q1 2017. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

  • Invictus RG reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 1,267 Marsh shares in Q4 2017, an estimated $106K.
  • Invictus RG first reported a position in Marsh in Q3 2016 and held it in 4 quarters.
  • Invictus RG's Marsh position peaked at $604K in Q1 2017.
  • 808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.