LP
MRSH

Longview Partners’s Marsh MRSH Stock Holding History

Longview Partners’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
2026
Q1 		$141M Sell
810,308
-1,206,887
-60% -$217M 1.99% 25
2025
Q4 		$374M Sell
2,017,195
-71,800
-3% -$13.4M 3.91% 18
2025
Q3 		$421M Sell
2,088,995
-180,221
-8% -$37.1M 4.4% 12
2025
Q2 		$496M Sell
2,269,216
-136,400
-6% -$30.8M 4.27% 12
2025
Q1 		$587M Sell
2,405,616
-155,498
-6% -$35.3M 4.72% 6
2024
Q4 		$544M Sell
2,561,114
-107,749
-4% -$23.9M 4.06% 12
2024
Q3 		$595M Buy
2,668,863
+14,206
+0.5% +$3.15M 4.08% 15
2024
Q2 		$559M Sell
2,654,657
-355,110
-12% -$72.9M 4.15% 13
2024
Q1 		$620M Sell
3,009,767
-83,390
-3% -$16.6M 4% 16
2023
Q4 		$586M Sell
3,093,157
-234,852
-7% -$45.4M 3.91% 14
2023
Q3 		$633M Buy
3,328,009
+11,889
+0.4% +$2.28M 4.49% 6
2023
Q2 		$624M Sell
3,316,120
-80,690
-2% -$14.3M 4.08% 10
2023
Q1 		$566M Buy
3,396,810
+268,561
+9% +$44.7M 3.99% 17
2022
Q4 		$518M Sell
3,128,249
-38,140
-1% -$6.24M 4.11% 11
2022
Q3 		$473M Sell
3,166,389
-751,633
-19% -$121M 4.05% 8
2022
Q2 		$608M Sell
3,918,022
-423,861
-10% -$67.9M 4.65% 4
2022
Q1 		$740M Sell
4,341,883
-129,373
-3% -$20.4M 4.84% 7
2021
Q4 		$777M Sell
4,471,256
-294,371
-6% -$48.9M 4.96% 9
2021
Q3 		$722M Buy
4,765,627
+2,706,929
+131% +$409M 4.55% 13
2021
Q2 		$290M Buy
+2,058,698
New +$276M 1.59% 22

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return