PC
MRSH

Polar Capital’s Marsh MRSH Stock Holding History

Polar 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
2020
Q3 		$153M Sell
1,337,295
-108,426
-7% -$12.4M 1.14% 18
2020
Q2 		$155M Sell
1,445,721
-501,854
-26% -$50.8M 1.34% 14
2020
Q1 		$168M Buy
1,947,575
+118,011
+6% +$12.6M 1.81% 9
2019
Q4 		$204M Sell
1,829,564
-73,142
-4% -$7.64M 1.77% 9
2019
Q3 		$190M Buy
1,902,706
+428,129
+29% +$42.8M 1.71% 10
2019
Q2 		$147M Buy
1,474,577
+15,000
+1% +$1.44M 1.29% 12
2019
Q1 		$136M Sell
1,459,577
-138,750
-9% -$12.3M 1.27% 13
2018
Q4 		$127M Sell
1,598,327
-82,995
-5% -$6.92M 1.36% 13
2018
Q3 		$139M Buy
1,681,322
+80,000
+5% +$6.78M 1.18% 16
2018
Q2 		$131K Buy
1,601,322
+95,000
+6% +$7.76M 0.79% 22
2018
Q1 		$124M Buy
1,506,322
+332,544
+28% +$27.5M 1.25% 14
2017
Q4 		$95.5M Buy
1,173,778
+31,000
+3% +$2.58M 0.99% 20
2017
Q3 		$95.8M Buy
1,142,778
+33,778
+3% +$2.68M 1.08% 20
2017
Q2 		$86.5M Buy
1,109,000
+31,800
+3% +$2.4M 1.16% 17
2017
Q1 		$79.6M Buy
1,077,200
+129,700
+14% +$9.27M 1.19% 18
2016
Q4 		$64M Buy
947,500
+232,500
+33% +$15.6M 1.02% 22
2016
Q3 		$48.1M Buy
715,000
+20,000
+3% +$1.34M 0.83% 32
2016
Q2 		$47.6M Hold
695,000
– – 0.9% 32
2016
Q1 		$42.2M Sell
695,000
-5,000
-0.7% -$280K 0.79% 39
2015
Q4 		$38.8M Buy
700,000
+10,000
+1% +$551K 0.7% 44
2015
Q3 		$36M Buy
690,000
+34,000
+5% +$1.9M 0.73% 39
2015
Q2 		$37.2M Buy
656,000
+46,000
+8% +$2.66M 0.72% 39
2015
Q1 		$34.2M Sell
610,000
-55,000
-8% -$3.1M 0.65% 50
2014
Q4 		$38.1M Buy
665,000
+46,800
+8% +$2.57M 0.74% 38
2014
Q3 		$32.4M Sell
618,200
-57,800
-9% -$3.01M 0.68% 38
2014
Q2 		$35M Sell
676,000
-57,500
-8% -$2.86M 0.75% 34
2014
Q1 		$36.2M Sell
733,500
-13,514
-2% -$647K 0.83% 31
2013
Q4 		$36.1M Buy
747,014
+3,500
+0.5% +$162K 0.86% 27
2013
Q3 		$32.4K Buy
743,514
+101,400
+16% +$4.26M 0.86% 26
2013
Q2 		$25.6M Buy
+642,114
New +$25.1M 0.89% 17

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polar Capital's MRSH Position: Q3 2020 in Review

Polar Capital reduced its Marsh (MRSH) stake by 7.5% in Q3 2020, selling an estimated $12.4M and leaving 1,337,295 shares worth $153M. The position accounts for 1.14% of the portfolio, ranked #18.

Polar Capital first reported a position in MRSH in Q2 2013 and has held it in 30 quarters since. The position peaked at $204M in Q4 2019. 936 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Polar Capital held 1,337,295 shares of Marsh worth $153M as of Q3 2020.
  • Polar Capital sold 108,426 Marsh shares in Q3 2020, an estimated $12.4M.
  • Marsh made up 1.14% of Polar Capital's portfolio in Q3 2020, its #18 holding.
  • Polar Capital first reported a position in Marsh in Q2 2013 and has held it in 30 quarters since.
  • Polar Capital's Marsh position peaked at $204M in Q4 2019.
  • 936 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.