MGIM
MRSH

M&G Investment Management’s Marsh MRSH Stock Holding History

M&G Investment 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 		$119M Buy
630,534
+62,179
+11% +$12M 0.42% 39
2023
Q3 		$108M Sell
568,355
-108,930
-16% -$20.9M 0.48% 36
2023
Q2 		$127M Sell
677,285
-160,033
-19% -$28.4M 0.51% 36
2023
Q1 		$140M Buy
837,318
+52,000
+7% +$8.66M 0.66% 32
2022
Q4 		$130M Sell
785,318
-7,841
-1% -$1.28M 0.64% 29
2022
Q3 		$118K Buy
793,159
+180,640
+29% +$29M 0.69% 29
2022
Q2 		$94.9K Buy
612,519
+278,639
+83% +$44.7M 0.56% 40
2022
Q1 		$56.8K Buy
333,880
+120,074
+56% +$18.9M 0.11% 86
2021
Q4 		$37.2K Buy
213,806
+13,624
+7% +$2.26M 0.1% 104
2021
Q3 		$30.2K Buy
200,182
+84,081
+72% +$12.7M 0.07% 158
2021
Q2 		$16.4K Buy
116,101
+114,163
+5,891% +$15.3M 0.04% 213
2021
Q1 		$236 Sell
1,938
-606
-24% -$69.8K ﹤0.01% 425
2020
Q4 		$298 Sell
2,544
-161,427
-98% -$18.3M ﹤0.01% 392
2020
Q3 		$18.9M Sell
163,971
-16,387
-9% -$1.88M 0.19% 114
2020
Q2 		$19.3M Sell
180,358
-33,323
-16% -$3.37M 0.2% 111
2020
Q1 		$18.4M Sell
213,681
-27,333
-11% -$2.91M 0.22% 103
2019
Q4 		$26.8M Buy
+241,014
New +$25.2M 0.24% 91

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

M&G Investment Management's MRSH Position: Q4 2023 in Review

M&G Investment Management increased its Marsh (MRSH) stake by 11% in Q4 2023, buying an estimated $12M and bringing the position to 630,534 shares worth $119M. The position accounts for 0.42% of the portfolio, ranked #39.

M&G Investment Management first reported a position in MRSH in Q4 2019 and has held it in 17 quarters since. The position peaked at $140M in Q1 2023. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • M&G Investment Management held 630,534 shares of Marsh worth $119M as of Q4 2023.
  • M&G Investment Management bought 62,179 Marsh shares in Q4 2023, an estimated $12M.
  • Marsh made up 0.42% of M&G Investment Management's portfolio in Q4 2023, its #39 holding.
  • M&G Investment Management first reported a position in Marsh in Q4 2019 and has held it in 17 quarters since.
  • M&G Investment Management's Marsh position peaked at $140M in Q1 2023.
  • 1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.