KKRC
MRSH

Kohlberg Kravis Roberts & Co’s Marsh MRSH Stock Holding History

Kohlberg Kravis Roberts & Co’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
2014
Q2 		– Sell
-376,100
Closed -$18.5M – 104
2014
Q1 		$18.5M Sell
376,100
-63,000
-14% -$3.02M 0.31% 31
2013
Q4 		$21.2M Buy
+439,100
New +$20.4M 0.36% 23

Other funds holding MRSH

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's MRSH Position: Q2 2014 in Review

Kohlberg Kravis Roberts & Co sold out of Marsh (MRSH) in Q2 2014, closing a stake of 376,100 shares — an estimated $18.5M sold.

Kohlberg Kravis Roberts & Co first reported a position in MRSH in Q4 2013 and held it in 2 quarters. The position peaked at $21.2M in Q4 2013. 558 funds tracked by Wall St. Rank hold MRSH as of Q2 2014.

  • Kohlberg Kravis Roberts & Co reported no remaining Marsh position as of Q2 2014 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 376,100 Marsh shares in Q2 2014, an estimated $18.5M.
  • Kohlberg Kravis Roberts & Co first reported a position in Marsh in Q4 2013 and held it in 2 quarters.
  • Kohlberg Kravis Roberts & Co's Marsh position peaked at $21.2M in Q4 2013.
  • 558 funds tracked by Wall St. Rank held Marsh as of Q2 2014.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q2 2014, filed 14 Aug 2014.