Mount Lucas Management’s Marsh MRSH Stock Holding History

Mount Lucas 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 Q1	–	Sell	-80	Closed	-$13.2K	–	120
2022 Q4	$13.2K	Sell	80 -16,746	-100%	-$2.74M	﹤0.01%	103
2022 Q3	$2.51M	Sell	16,826 -355	-2%	-$57K	0.87%	33
2022 Q2	$2.67M	Buy	17,181 +589	+4%	+$94.4K	0.89%	34
2022 Q1	$2.83M	Buy	16,592 +4	+0%	+$631	0.82%	42
2021 Q4	$2.88M	Buy	+16,588	New	+$2.76M	0.82%	53
2017 Q3	–	Sell	-32,997	Closed	-$2.57M	–	130
2017 Q2	$2.57M	Buy	32,997 +85	+0.3%	+$6.42K	0.48%	61
2017 Q1	$2.43M	Sell	32,912 -4,112	-11%	-$294K	0.48%	58
2016 Q4	$2.5M	Sell	37,024 -6,837	-16%	-$458K	0.47%	58
2016 Q3	$2.95M	Buy	+43,861	New	+$2.94M	0.52%	54
2015 Q1	–	Sell	-71,671	Closed	-$4.1M	–	114
2014 Q4	$4.1M	Buy	71,671 +1,366	+2%	+$74.9K	0.45%	37
2014 Q3	$3.68M	Sell	70,305 -150	-0.2%	-$7.82K	0.64%	34
2014 Q2	$3.65M	Sell	70,455 -9,934	-12%	-$493K	0.48%	37
2014 Q1	$3.96M	Buy	+80,389	New	+$3.85M	0.54%	31

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mount Lucas Management's MRSH Position: Q1 2023 in Review

Mount Lucas Management sold out of Marsh (MRSH) in Q1 2023, closing a stake of 80 shares — an estimated $13.2K sold.

Mount Lucas Management first reported a position in MRSH in Q1 2014 and held it in 13 quarters. The position peaked at $4.1M in Q4 2014. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Mount Lucas Management reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
Mount Lucas Management sold 80 Marsh shares in Q1 2023, an estimated $13.2K.
Mount Lucas Management first reported a position in Marsh in Q1 2014 and held it in 13 quarters.
Mount Lucas Management's Marsh position peaked at $4.1M in Q4 2014.
1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Mount Lucas Management's 13F filing for Q1 2023, filed 12 May 2023.