SEC 13F Intelligence

Vigilant Capital Management, LLC / MRSH

Vigilant Capital Management, LLC’s Marsh & Mclennan Cos Inc Position

Does Vigilant Capital Management, LLC own Marsh & Mclennan Cos Inc (MRSH)? Yes168.7K shares worth $32M (+2.37% of its 13F portfolio) as of Q2 2023, up from 167.2K shares the prior filed quarter.

Position Value
$32M
Q2 2023
Shares
168.7K
% of Portfolio
+2.37%
Quarters Held
18
currently held

Position History MRSH

Reported value by quarter
Q1 ’19: $15MQ1 ’19Q2 ’19: $16MQ3 ’19: $16MQ4 ’19: $17MQ4 ’19Q1 ’20: $14MQ2 ’20: $18MQ3 ’20: $19MQ3 ’20Q4 ’20: $20MQ1 ’21: $22MQ2 ’21: $25MQ2 ’21Q3 ’21: $27MQ4 ’21: $31MQ1 ’22: $31MQ1 ’22Q2 ’22: $28MQ3 ’22: $27MQ4 ’22: $29MQ4 ’22Q1 ’23: $28MQ2 ’23: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023168.7K$32M+2.37%
Q1 2023167.2K$28M+2.26%
Q4 2022176.2K$29M+2.49%
Q3 2022179.6K$27M+2.52%
Q2 2022181.3K$28M+2.43%
Q1 2022184.7K$31M+2.40%
Q4 2021180.7K$31M+2.20%
Q3 2021176.4K$27M+2.14%
Q2 2021176.1K$25M+2.00%
Q1 2021180.1K$22M+1.95%
Q4 2020173.5K$20M+1.94%
Q3 2020168.6K$19M+2.12%
Q2 2020167.4K$18M+2.19%
Q1 2020156.4K$14M+1.97%
Q4 2019153.7K$17M+1.98%
Q3 2019159.7K$16M+2.08%
Q2 2019161.0K$16M+2.15%
Q1 2019164.6K$15M+2.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vigilant Capital Management, LLC’s full portfolio or all institutional holders of MRSH.