PIM
MRSH

Perkins Investment Management’s Marsh MRSH Stock Holding History

Perkins 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
2017
Q1 		– Sell
-10,299
Closed -$696K – 261
2016
Q4 		$696K Sell
10,299
-701,536
-99% -$47M 0.01% 215
2016
Q3 		$47.9M Sell
711,835
-23,583
-3% -$1.58M 0.66% 60
2016
Q2 		$50.3M Sell
735,418
-114,557
-13% -$7.35M 0.76% 57
2016
Q1 		$51.7M Sell
849,975
-614,351
-42% -$34.4M 0.78% 48
2015
Q4 		$81.2M Sell
1,464,326
-281,879
-16% -$15.5M 1.18% 27
2015
Q3 		$91.2M Sell
1,746,205
-610,648
-26% -$34.1M 1.31% 13
2015
Q2 		$134M Sell
2,356,853
-520,407
-18% -$30.1M 1.53% 9
2015
Q1 		$161M Sell
2,877,260
-191,421
-6% -$10.8M 1.62% 6
2014
Q4 		$176M Sell
3,068,681
-128,046
-4% -$7.02M 1.65% 6
2014
Q3 		$167M Sell
3,196,727
-173,482
-5% -$9.05M 1.53% 8
2014
Q2 		$175M Buy
3,370,209
+207,779
+7% +$10.3M 1.41% 15
2014
Q1 		$156M Sell
3,162,430
-418,208
-12% -$20M 1.2% 23
2013
Q4 		$173M Sell
3,580,638
-3,183,614
-47% -$148M 1.2% 22
2013
Q3 		$295M Buy
6,764,252
+583,175
+9% +$24.5M 2.02% 1
2013
Q2 		$247M Buy
+6,181,077
New +$242M 1.67% 1

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Perkins Investment Management's MRSH Position: Q1 2017 in Review

Perkins Investment Management sold out of Marsh (MRSH) in Q1 2017, closing a stake of 10,299 shares — an estimated $696K sold.

Perkins Investment Management first reported a position in MRSH in Q2 2013 and held it in 15 quarters. The position peaked at $295M in Q3 2013. 719 funds tracked by Wall St. Rank hold MRSH as of Q1 2017.

  • Perkins Investment Management reported no remaining Marsh position as of Q1 2017 after selling out during the quarter.
  • Perkins Investment Management sold 10,299 Marsh shares in Q1 2017, an estimated $696K.
  • Perkins Investment Management first reported a position in Marsh in Q2 2013 and held it in 15 quarters.
  • Perkins Investment Management's Marsh position peaked at $295M in Q3 2013.
  • 719 funds tracked by Wall St. Rank held Marsh as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.