JCM
MRSH

Junto Capital Management’s Marsh MRSH Stock Holding History

Junto Capital Management’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
2023
Q4 		– Sell
-419,252
Closed -$79.8M – 97
2023
Q3 		$79.8M Buy
+419,252
New +$80.4M 1.89% 15
2022
Q4 		– Sell
-597,986
Closed -$89.3M – 106
2022
Q3 		$89.3M Buy
597,986
+376,724
+170% +$60.4M 2.48% 6
2022
Q2 		$34.4M Buy
+221,262
New +$35.5M 1.02% 47
2022
Q1 		– Sell
-501,639
Closed -$87.2M – 80
2021
Q4 		$87.2M Buy
+501,639
New +$83.3M 2.24% 16

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Junto Capital Management's MRSH Position: Q4 2023 in Review

Junto Capital Management sold out of Marsh (MRSH) in Q4 2023, closing a stake of 419,252 shares — an estimated $79.8M sold.

Junto Capital Management first reported a position in MRSH in Q4 2021 and held it in 4 quarters. The position peaked at $89.3M in Q3 2022. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Junto Capital Management reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Junto Capital Management sold 419,252 Marsh shares in Q4 2023, an estimated $79.8M.
  • Junto Capital Management first reported a position in Marsh in Q4 2021 and held it in 4 quarters.
  • Junto Capital Management's Marsh position peaked at $89.3M in Q3 2022.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Junto Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.