NC
MRSH

Northcape Capital’s Marsh MRSH Stock Holding History

Northcape Capital’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
2024
Q4 		$2.26M Buy
10,648
+1,447
+16% +$321K 0.36% 17
2024
Q3 		$2.05M Sell
9,201
-8,566
-48% -$1.9M 0.3% 19
2024
Q2 		$3.74M Sell
17,767
-2,989
-14% -$614K 0.56% 14
2024
Q1 		$4.28M Sell
20,756
-565
-3% -$113K 0.49% 10
2023
Q4 		$4.04M Sell
21,321
-3,160
-13% -$611K 0.48% 10
2023
Q3 		$4.66M Buy
24,481
+5,477
+29% +$1.05M 0.71% 9
2023
Q2 		$3.57M Sell
19,004
-10,218
-35% -$1.81M 0.45% 15
2023
Q1 		$4.87M Sell
29,222
-997
-3% -$166K 0.6% 10
2022
Q4 		$5M Sell
30,219
-437
-1% -$71.5K 0.62% 12
2022
Q3 		$4.58M Sell
30,656
-4,546
-13% -$729K 0.59% 12
2022
Q2 		$5.46M Sell
35,202
-2,223
-6% -$356K 0.68% 12
2022
Q1 		$6.38M Sell
37,425
-1,078
-3% -$170K 0.65% 13
2021
Q4 		$6.69M Buy
38,503
+47
+0.1% +$7.81K 0.68% 10
2021
Q3 		$5.82M Sell
38,456
-339
-0.9% -$51.3K 0.62% 12
2021
Q2 		$5.46M Buy
38,795
+696
+2% +$93.3K 0.57% 11
2021
Q1 		$4.64M Buy
38,099
+52
+0.1% +$5.99K 0.53% 13
2020
Q4 		$4.45M Buy
38,047
+7,063
+23% +$803K 0.47% 12
2020
Q3 		$3.4M Sell
30,984
-2,805
-8% -$321K 0.39% 12
2020
Q2 		$3.63M Buy
33,789
+19,852
+142% +$2.01M 0.54% 11
2020
Q1 		$1.21M Buy
13,937
+1,218
+10% +$130K 0.25% 13
2019
Q4 		$1.42M Sell
12,719
-914
-7% -$95.5K 0.23% 14
2019
Q3 		$1.36M Buy
13,633
+6,290
+86% +$629K 0.24% 12
2019
Q2 		$732K Sell
7,343
-181
-2% -$17.3K 0.13% 15
2019
Q1 		$707K Buy
7,524
+1,764
+31% +$156K 0.14% 14
2018
Q4 		$459K Buy
+5,760
New +$480K 0.11% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northcape Capital's MRSH Position: Q4 2024 in Review

Northcape Capital increased its Marsh (MRSH) stake by 16% in Q4 2024, buying an estimated $321K and bringing the position to 10,648 shares worth $2.26M. The position accounts for 0.36% of the portfolio, ranked #17.

Northcape Capital first reported a position in MRSH in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.69M in Q4 2021. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Northcape Capital held 10,648 shares of Marsh worth $2.26M as of Q4 2024.
  • Northcape Capital bought 1,447 Marsh shares in Q4 2024, an estimated $321K.
  • Marsh made up 0.36% of Northcape Capital's portfolio in Q4 2024, its #17 holding.
  • Northcape Capital first reported a position in Marsh in Q4 2018 and has held it in 25 quarters since.
  • Northcape Capital's Marsh position peaked at $6.69M in Q4 2021.
  • 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Northcape Capital's 13F filing for Q4 2024, filed 8 Jan 2025.