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MRSH · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MRSH
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterMRSHV
Q3 202021 holders, $12.5bn55 holders, $62.2bn
Q4 202025 holders, $13.5bn52 holders, $67.1bn
Q1 202123 holders, $14.2bn58 holders, $64.5bn
Q2 202125 holders, $16.2bn52 holders, $69.3bn
Q3 202126 holders, $16.5bn56 holders, $63.6bn
Q4 202127 holders, $17.9bn47 holders, $58.0bn
Q1 202226 holders, $17.2bn59 holders, $61.8bn
Q2 202225 holders, $15.2bn57 holders, $55.2bn
Q3 202228 holders, $13.6bn57 holders, $50.7bn
Q4 202227 holders, $14.6bn54 holders, $59.4bn
Q1 202330 holders, $14.8bn55 holders, $64.0bn
Q2 202327 holders, $16.4bn54 holders, $65.2bn
Q3 202327 holders, $16.5bn55 holders, $61.5bn
Q4 202321 holders, $16.5bn48 holders, $68.6bn
Q1 202425 holders, $17.8bn50 holders, $73.1bn
Q2 202426 holders, $18.3bn45 holders, $69.5bn
Q3 202428 holders, $19.2bn47 holders, $70.5bn
Q4 202430 holders, $18.5bn48 holders, $77.6bn
Q1 202525 holders, $22.7bn43 holders, $83.5bn
Q2 202531 holders, $21.5bn45 holders, $83.4bn
Q3 202530 holders, $19.9bn48 holders, $82.8bn
Q4 202530 holders, $18.2bn49 holders, $86.0bn
Q1 202623 holders, $18.4bn49 holders, $73.3bn
Q2 202624 holders, $17.9bn52 holders, $81.9bn
MRSH

Marsh & Mclennan Cos Inc

Holders
26
Reported value
$18.3bn
Buyers
17
Sellers
9

Breadth +8 among 94 comparable managers.

V

Visa Inc

Holders
45
Reported value
$69.5bn
Buyers
28
Sellers
17

Breadth +11 among 94 comparable managers.

Who holds both, Q2 2024

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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