QVR’s Marsh MRSH Stock Holding History

QVR’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
2022 Q4	–	Sell	-1,330	Closed	-$199K	–	272
2022 Q3	$199K	Buy	1,330 +681	+105%	+$109K	0.02%	286
2022 Q2	$101K	Buy	+649	New	+$104K	0.01%	310
2021 Q4	–	Sell	-1,601	Closed	-$242K	–	194
2021 Q3	$242K	Buy	+1,601	New	+$242K	0.02%	280

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

QVR's MRSH Position: Q4 2022 in Review

QVR sold out of Marsh (MRSH) in Q4 2022, closing a stake of 1,330 shares — an estimated $199K sold.

QVR first reported a position in MRSH in Q3 2021 and held it in 3 quarters. The position peaked at $242K in Q3 2021. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

QVR reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
QVR sold 1,330 Marsh shares in Q4 2022, an estimated $199K.
QVR first reported a position in Marsh in Q3 2021 and held it in 3 quarters.
QVR's Marsh position peaked at $242K in Q3 2021.
1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on QVR's 13F filing for Q4 2022, filed 10 Feb 2023.