U
MRSH

UBS’s Marsh MRSH Stock Holding History

UBS’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
2014
Q3 		$21K Hold
400
– – ﹤0.01% 7958
2014
Q2 		$21K Sell
400
-200
-33% -$9.94K ﹤0.01% 8017
2014
Q1 		$30K Sell
600
-5,900
-91% -$283K ﹤0.01% 7539
2013
Q4 		$314K Sell
6,500
-1,500
-19% -$69.5K ﹤0.01% 4805
2013
Q3 		$348K Sell
8,000
-2,900
-27% -$122K ﹤0.01% 4547
2013
Q2 		$435K Buy
+10,900
New +$427K ﹤0.01% 4239

Other funds holding MRSH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UBS's MRSH Position: Q3 2014 in Review

UBS increased its Marsh (MRSH) stake by 1.9% in Q3 2014, buying an estimated $889K and bringing the position to 913,573 shares worth $47.8M. The position accounts for 0.04% of the portfolio, ranked #532.

UBS first reported a position in MRSH in Q2 2013 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2014.

  • UBS held 913,573 shares of Marsh worth $47.8M as of Q3 2014.
  • UBS bought 17,048 Marsh shares in Q3 2014, an estimated $889K.
  • Marsh made up 0.04% of UBS's portfolio in Q3 2014, its #532 holding.
  • UBS first reported a position in Marsh in Q2 2013 and has held it in 6 quarters since.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.