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
2020
Q2 		– Sell
-11,300
Closed -$977K – 1786
2020
Q1 		$977K Sell
11,300
-13,200
-54% -$1.41M 0.01% 1013
2019
Q4 		$2.73M Buy
+24,500
New +$2.56M 0.02% 861
2019
Q2 		– Sell
-2,300
Closed -$216K – 2743
2019
Q1 		$216K Buy
+2,300
New +$203K ﹤0.01% 1920

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.