RCP
MRSH

RIT Capital Partners’s Marsh MRSH Stock Holding History

RIT Capital Partners’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
2023
Q4 		– Sell
-203,100
Closed -$38.7M – 14
2023
Q3 		$38.7M Sell
203,100
-72,500
-26% -$13.9M 9.68% 5
2023
Q2 		$51.8M Sell
275,600
-24,000
-8% -$4.26M 14.48% 3
2023
Q1 		$49.9M Hold
299,600
– – 15.09% 2
2022
Q4 		$49.6M Buy
+299,600
New +$49M 19.76% 1

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RIT Capital Partners's MRSH Position: Q4 2023 in Review

RIT Capital Partners sold out of Marsh (MRSH) in Q4 2023, closing a stake of 203,100 shares — an estimated $38.7M sold.

RIT Capital Partners first reported a position in MRSH in Q4 2022 and held it in 4 quarters. The position peaked at $51.8M in Q2 2023. 1,372 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • RIT Capital Partners reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • RIT Capital Partners sold 203,100 Marsh shares in Q4 2023, an estimated $38.7M.
  • RIT Capital Partners first reported a position in Marsh in Q4 2022 and held it in 4 quarters.
  • RIT Capital Partners's Marsh position peaked at $51.8M in Q2 2023.
  • 1,372 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on RIT Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.