QI
MRSH

Quilter Investors’s Marsh MRSH Stock Holding History

Quilter Investors’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
2019
Q3 		– Sell
-107,529
Closed -$10.7M – 14
2019
Q2 		$10.7M Sell
107,529
-33,620
-24% -$3.22M 10.32% 2
2019
Q1 		$13.3M Sell
141,149
-1,553
-1% -$137K 8.45% 2
2018
Q4 		$11.4M Buy
+142,702
New +$11.9M 7.68% 2

Other funds holding MRSH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Quilter Investors's MRSH Position: Q3 2019 in Review

Quilter Investors sold out of Marsh (MRSH) in Q3 2019, closing a stake of 107,529 shares — an estimated $10.7M sold.

Quilter Investors first reported a position in MRSH in Q4 2018 and held it in 3 quarters. The position peaked at $13.3M in Q1 2019. 834 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

  • Quilter Investors reported no remaining Marsh position as of Q3 2019 after selling out during the quarter.
  • Quilter Investors sold 107,529 Marsh shares in Q3 2019, an estimated $10.7M.
  • Quilter Investors first reported a position in Marsh in Q4 2018 and held it in 3 quarters.
  • Quilter Investors's Marsh position peaked at $13.3M in Q1 2019.
  • 834 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on Quilter Investors's 13F filing for Q3 2019, filed 8 Nov 2019.