M
MRSH

Mirova’s Marsh MRSH Stock Holding History

Mirova’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
-1,069
Closed -$203K – 131
2023
Q3 		$203K Sell
1,069
-2,762
-72% -$529K 0.04% 86
2023
Q2 		$721K Sell
3,831
-4,712
-55% -$836K 0.13% 76
2023
Q1 		$1.42M Buy
8,543
+6,254
+273% +$1.04M 0.21% 80
2022
Q4 		$379K Sell
2,289
-265
-10% -$43.3K 0.06% 128
2022
Q3 		$381K Sell
2,554
-5,871
-70% -$942K 0.06% 131
2022
Q2 		$1.31M Buy
8,425
+4,142
+97% +$664K 0.19% 79
2022
Q1 		$729K Sell
4,283
-142
-3% -$22.4K 0.1% 106
2021
Q4 		$769K Buy
4,425
+2,878
+186% +$478K 0.09% 106
2021
Q3 		$234K Buy
1,547
+137
+10% +$20.7K 0.03% 136
2021
Q2 		$198K Sell
1,410
-226
-14% -$30.3K 0.02% 139
2021
Q1 		$199K Buy
1,636
+265
+19% +$30.5K 0.02% 134
2020
Q4 		$160K Buy
+1,371
New +$156K 0.02% 128

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

Mirova's MRSH Position: Q4 2023 in Review

Mirova sold out of Marsh (MRSH) in Q4 2023, closing a stake of 1,069 shares — an estimated $203K sold.

Mirova first reported a position in MRSH in Q4 2020 and held it in 12 quarters. The position peaked at $1.42M in Q1 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Mirova reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Mirova sold 1,069 Marsh shares in Q4 2023, an estimated $203K.
  • Mirova first reported a position in Marsh in Q4 2020 and held it in 12 quarters.
  • Mirova's Marsh position peaked at $1.42M in Q1 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Mirova's 13F filing for Q4 2023, filed 13 Feb 2024.