VAIA
MRSH

Virtus Alternative Investment Advisers’s Marsh MRSH Stock Holding History

Virtus Alternative Investment Advisers’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
-765
Closed -$90K – 141
2020
Q4 		$90K Hold
765
– – 1.34% 13
2020
Q3 		$88K Buy
765
+371
+94% +$42.5K 1.62% 13
2020
Q2 		$42K Sell
394
-383
-49% -$38.8K 0.66% 42
2020
Q1 		$67K Sell
777
-85
-10% -$9.06K 0.92% 11
2019
Q4 		$96K Buy
+862
New +$90K 1.44% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus Alternative Investment Advisers's MRSH Position: Q1 2021 in Review

Virtus Alternative Investment Advisers sold out of Marsh (MRSH) in Q1 2021, closing a stake of 765 shares — an estimated $90K sold.

Virtus Alternative Investment Advisers first reported a position in MRSH in Q4 2019 and held it in 5 quarters. The position peaked at $96K in Q4 2019. 977 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Virtus Alternative Investment Advisers reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 765 Marsh shares in Q1 2021, an estimated $90K.
  • Virtus Alternative Investment Advisers first reported a position in Marsh in Q4 2019 and held it in 5 quarters.
  • Virtus Alternative Investment Advisers's Marsh position peaked at $96K in Q4 2019.
  • 977 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2021.