Scout Investments’s Marsh MRSH Stock Holding History

Scout Investments’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
2021 Q1	–	Sell	-121,142	Closed	-$14.2M	–	326
2020 Q4	$14.2M	Sell	121,142 -20,108	-14%	-$2.28M	0.26%	147
2020 Q3	$16.2M	Sell	141,250 -59,983	-30%	-$6.87M	0.36%	105
2020 Q2	$21.6M	Sell	201,233 -49,318	-20%	-$4.99M	0.52%	60
2020 Q1	$21.7M	Sell	250,551 -203,668	-45%	-$21.7M	0.64%	51
2019 Q4	$50.6M	Sell	454,219 -295,590	-39%	-$30.9M	0.98%	16
2019 Q3	$75M	Sell	749,809 -183,915	-20%	-$18.4M	1.49%	7
2019 Q2	$93.1M	Buy	+933,724	New	+$89.3M	1.8%	4
2017 Q2	–	Sell	-2,770	Closed	-$205K	–	302
2017 Q1	$205K	Buy	+2,770	New	+$198K	0.01%	306
2016 Q3	–	Sell	-3,390	Closed	-$232K	–	324
2016 Q2	$232K	Hold	3,390	–	–	0.01%	294
2016 Q1	$206K	Buy	+3,390	New	+$190K	0.01%	296
2015 Q3	–	Sell	-3,645	Closed	-$207K	–	297
2015 Q2	$207K	Buy	+3,645	New	+$211K	﹤0.01%	279
2015 Q1	–	Sell	-7,584	Closed	-$434K	–	294
2014 Q4	$434K	Hold	7,584	–	–	0.01%	243
2014 Q3	$397K	Hold	7,584	–	–	0.01%	243
2014 Q2	$393K	Buy	7,584 +3,485	+85%	+$173K	﹤0.01%	245
2014 Q1	$202K	Sell	4,099 -3,485	-46%	-$167K	﹤0.01%	275
2013 Q4	$367K	Buy	7,584 +1,425	+23%	+$66.1K	﹤0.01%	255
2013 Q3	$268K	Hold	6,159	–	–	﹤0.01%	361
2013 Q2	$246K	Buy	+6,159	New	+$241K	﹤0.01%	259

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Scout Investments's MRSH Position: Q1 2021 in Review

Scout Investments sold out of Marsh (MRSH) in Q1 2021, closing a stake of 121,142 shares — an estimated $14.2M sold.

Scout Investments first reported a position in MRSH in Q2 2013 and held it in 18 quarters. The position peaked at $93.1M in Q2 2019. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

Scout Investments reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
Scout Investments sold 121,142 Marsh shares in Q1 2021, an estimated $14.2M.
Scout Investments first reported a position in Marsh in Q2 2013 and held it in 18 quarters.
Scout Investments's Marsh position peaked at $93.1M in Q2 2019.
978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Scout Investments's 13F filing for Q1 2021, filed 9 Apr 2021.