WI
MRSH

Wafra Inc’s Marsh MRSH Stock Holding History

Wafra Inc’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
2024
Q2 		– Sell
-115,722
Closed -$23.8M – 34
2024
Q1 		$23.8M Hold
115,722
– – 1.25% 29
2023
Q4 		$21.9M Sell
115,722
-133,051
-53% -$25.7M 1.29% 25
2023
Q3 		$47.3M Sell
248,773
-4,121
-2% -$790K 1.58% 20
2023
Q2 		$47.6M Hold
252,894
– – 1.56% 21
2023
Q1 		$42.1M Hold
252,894
– – 1.5% 26
2022
Q4 		$41.8M Hold
252,894
– – 1.6% 24
2022
Q3 		$37.8M Buy
+252,894
New +$40.6M 1.49% 24
2021
Q2 		– Sell
-283,827
Closed -$34.6M – 65
2021
Q1 		$34.6M Hold
283,827
– – 1.44% 33
2020
Q4 		$33.2M Buy
283,827
+54,952
+24% +$6.24M 1.48% 31
2020
Q3 		$26.3M Hold
228,875
– – 1.48% 27
2020
Q2 		$24.6M Hold
228,875
– – 1.56% 26
2020
Q1 		$19.8M Hold
228,875
– – 1.51% 30
2019
Q4 		$25.5M Buy
228,875
+54,368
+31% +$5.68M 1.56% 31
2019
Q3 		$17.5M Hold
174,507
– – 0.58% 35
2019
Q2 		$17.4M Hold
174,507
– – 0.59% 29
2019
Q1 		$16.4M Sell
174,507
-55,693
-24% -$4.93M 0.57% 30
2018
Q4 		$18.4M Hold
230,200
– – 0.72% 22
2018
Q3 		$19M Buy
230,200
+44,848
+24% +$3.8M 0.65% 23
2018
Q2 		$15.2M Buy
185,352
+53,463
+41% +$4.36M 0.57% 33
2018
Q1 		$10.9M Buy
+131,889
New +$10.9M 0.49% 45
2016
Q4 		– Sell
-167,141
Closed -$11.2M – 90
2016
Q3 		$11.2M Hold
167,141
– – 0.84% 38
2016
Q2 		$11.4M Hold
167,141
– – 1.39% 30
2016
Q1 		$10.2M Buy
+167,141
New +$9.36M 1.15% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wafra Inc's MRSH Position: Q2 2024 in Review

Wafra Inc sold out of Marsh (MRSH) in Q2 2024, closing a stake of 115,722 shares — an estimated $23.8M sold.

Wafra Inc first reported a position in MRSH in Q1 2016 and held it in 23 quarters. The position peaked at $47.6M in Q2 2023. 1,471 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Wafra Inc reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • Wafra Inc sold 115,722 Marsh shares in Q2 2024, an estimated $23.8M.
  • Wafra Inc first reported a position in Marsh in Q1 2016 and held it in 23 quarters.
  • Wafra Inc's Marsh position peaked at $47.6M in Q2 2023.
  • 1,471 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Wafra Inc's 13F filing for Q2 2024, filed 5 Aug 2024.