LA
MRSH

Lee Ainslie’s Marsh MRSH Stock Holding History

Lee Ainslie’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
-5,243
Closed -$998K – 416
2023
Q3 		$998K Buy
5,243
+2,459
+88% +$471K 0.02% 125
2023
Q2 		$524K Sell
2,784
-400
-13% -$71K 0.01% 225
2023
Q1 		$530K Buy
+3,184
New +$530K 0.01% 245
2021
Q1 		– Sell
-1,901
Closed -$222K – 810
2020
Q4 		$222K Buy
+1,901
New +$216K ﹤0.01% 514

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Lee Ainslie's MRSH Position: Q4 2023 in Review

Lee Ainslie sold out of Marsh (MRSH) in Q4 2023, closing a stake of 5,243 shares — an estimated $998K sold.

Lee Ainslie first reported a position in MRSH in Q4 2020 and held it in 4 quarters. The position peaked at $998K in Q3 2023. 1,374 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Lee Ainslie reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Lee Ainslie sold 5,243 Marsh shares in Q4 2023, an estimated $998K.
  • Lee Ainslie first reported a position in Marsh in Q4 2020 and held it in 4 quarters.
  • Lee Ainslie's Marsh position peaked at $998K in Q3 2023.
  • 1,374 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

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