Veritas Investment Management’s Marsh MRSH Stock Holding History

Veritas Investment Management’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
2020 Q4	–	Sell	-627,650	Closed	-$72M	–	37
2020 Q3	$72M	Buy	627,650 +627,150	+125,430%	+$71.9M	4.37%	10
2020 Q2	$54K	Hold	500	–	–	﹤0.01%	62
2020 Q1	$43K	Hold	500	–	–	﹤0.01%	69
2019 Q4	$56K	Hold	500	–	–	﹤0.01%	57
2019 Q3	$50K	Hold	500	–	–	﹤0.01%	63
2019 Q2	$50K	Hold	500	–	–	﹤0.01%	56
2019 Q1	$47K	Hold	500	–	–	﹤0.01%	58
2018 Q4	$40K	Sell	500 -12,642	-96%	-$1.05M	﹤0.01%	62
2018 Q3	$1.09M	Hold	13,142	–	–	0.11%	19
2018 Q2	$1.08M	Hold	13,142	–	–	0.13%	18
2018 Q1	$1.08M	Sell	13,142 -6,900	-34%	-$572K	0.14%	19
2017 Q4	$1.63M	Sell	20,042 -8,158	-29%	-$678K	0.23%	16
2017 Q3	$2.36M	Hold	28,200	–	–	0.32%	16
2017 Q2	$2.2M	Hold	28,200	–	–	0.32%	16
2017 Q1	$2.08M	Hold	28,200	–	–	0.34%	17
2016 Q4	$1.91M	Hold	28,200	–	–	0.34%	17
2016 Q3	$1.9M	Sell	28,200 -12,700	-31%	-$851K	0.36%	17
2016 Q2	$2.8M	Hold	40,900	–	–	0.54%	16
2016 Q1	$2.49M	Hold	40,900	–	–	0.49%	17
2015 Q4	$2.27M	Hold	40,900	–	–	0.43%	22
2015 Q3	$1.32M	Hold	40,900	–	–	0.35%	21
2015 Q2	$1.44M	Hold	40,900	–	–	0.41%	20
2015 Q1	$1.42M	Buy	40,900 +10,300	+34%	+$581K	0.47%	16
2014 Q4	$1.75M	Sell	30,600 -33,800	-52%	-$1.85M	3.15%	10
2014 Q3	$3.37M	Hold	64,400	–	–	1.1%	16
2014 Q2	$3.34M	Sell	64,400 -4,900	-7%	-$243K	1.15%	16
2014 Q1	$3.42M	Sell	69,300 -29,700	-30%	-$1.42M	1.33%	16
2013 Q4	$4.79M	Sell	99,000 -37,865	-28%	-$1.76M	2.28%	13
2013 Q3	$5.96M	Sell	136,865 -30,300	-18%	-$1.27M	3.46%	10
2013 Q2	$6.67M	Buy	+167,165	New	+$6.54M	4.3%	8

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritas Investment Management's MRSH Position: Q4 2020 in Review

Veritas Investment Management sold out of Marsh (MRSH) in Q4 2020, closing a stake of 627,650 shares — an estimated $72M sold.

Veritas Investment Management first reported a position in MRSH in Q2 2013 and held it in 30 quarters. The position peaked at $72M in Q3 2020. 976 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

Veritas Investment Management reported no remaining Marsh position as of Q4 2020 after selling out during the quarter.
Veritas Investment Management sold 627,650 Marsh shares in Q4 2020, an estimated $72M.
Veritas Investment Management first reported a position in Marsh in Q2 2013 and held it in 30 quarters.
Veritas Investment Management's Marsh position peaked at $72M in Q3 2020.
976 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.