JG
MRSH

Jefferies Group’s Marsh MRSH Stock Holding History

Jefferies Group’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
2022
Q3 		$2.09M Buy
+14,000
New +$2.25M 0.02% 588
2022
Q1 		– Sell
-35,000
Closed -$6.08M – 1799
2021
Q4 		$6.08M Buy
+35,000
New +$5.81M 0.04% 407
2020
Q2 		– Sell
-14,686
Closed -$1.27M – 1785
2020
Q1 		$1.27M Sell
14,686
-22,081
-60% -$2.35M 0.01% 907
2019
Q4 		$4.1M Buy
36,767
+27,767
+309% +$2.9M 0.03% 624
2019
Q3 		$900K Buy
+9,000
New +$900K 0.01% 1572
2019
Q1 		– Sell
-25,198
Closed -$2.23M – 2516
2018
Q4 		$2.01M Buy
25,198
+25,041
+15,950% +$2.09M 0.02% 823
2018
Q3 		$13K Buy
+157
New +$13.3K ﹤0.01% 2322
2018
Q2 		– Sell
-25,517
Closed -$2.11M – 2545
2018
Q1 		$2.11M Sell
25,517
-19,429
-43% -$1.61M 0.01% 838
2017
Q4 		$3.66M Sell
44,946
-65,734
-59% -$5.46M 0.02% 689
2017
Q3 		$9.28M Buy
110,680
+38,975
+54% +$3.09M 0.06% 293
2017
Q2 		$5.59M Buy
71,705
+71,006
+10,158% +$5.36M 0.04% 487
2017
Q1 		$52K Sell
699
-35,130
-98% -$2.51M ﹤0.01% 2186
2016
Q4 		$2.42M Buy
35,829
+34,612
+2,844% +$2.32M 0.01% 864
2016
Q3 		$82K Sell
1,217
-992
-45% -$66.4K ﹤0.01% 2052
2016
Q2 		$151K Buy
+2,209
New +$142K ﹤0.01% 1875
2015
Q4 		– Sell
-13,736
Closed -$717K – 2450
2015
Q3 		$717K Buy
13,736
+11,804
+611% +$659K ﹤0.01% 1351
2015
Q2 		$110K Buy
+1,932
New +$112K ﹤0.01% 2178
2014
Q3 		– Sell
-25,131
Closed -$1.3M – 2308
2014
Q2 		$1.3M Buy
25,131
+11,521
+85% +$572K 0.01% 795
2014
Q1 		$671K Buy
13,610
+2,040
+18% +$97.7K 0.01% 1113
2013
Q4 		$560K Buy
+11,570
New +$536K ﹤0.01% 1094

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Group's MRSH Position: Q3 2022 in Review

Jefferies Group opened a new position in Marsh (MRSH) in Q3 2022: 14,000 shares worth $2.09M. The stake represents 0.02% of the portfolio and ranks #588 among its holdings. This is a return to the name: Jefferies Group previously reported a position in MRSH as recently as Q4 2021.

Jefferies Group first reported a position in MRSH in Q4 2013 and has held it in 20 quarters since. The position peaked at $9.28M in Q3 2017. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Jefferies Group held 14,000 shares of Marsh worth $2.09M as of Q3 2022.
  • Marsh was a new Jefferies Group position in Q3 2022.
  • Marsh made up 0.02% of Jefferies Group's portfolio in Q3 2022, its #588 holding.
  • Jefferies Group first reported a position in Marsh in Q4 2013 and has held it in 20 quarters since.
  • Jefferies Group's Marsh position peaked at $9.28M in Q3 2017.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.