5L
MRSH

55I LLC’s Marsh MRSH Stock Holding History

55I LLC’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
2022
Q3 		$809K Buy
5,415
+3,625
+203% +$582K 0.02% 294
2022
Q2 		$278K Sell
1,790
-5,995
-77% -$961K 0.01% 453
2022
Q1 		$1.33M Buy
+7,785
New +$1.23M 0.03% 227

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

55I LLC's MRSH Position: Q3 2022 in Review

55I LLC increased its Marsh (MRSH) stake by 203% in Q3 2022, buying an estimated $582K and bringing the position to 5,415 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #294.

55I LLC first reported a position in MRSH in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • 55I LLC held 5,415 shares of Marsh worth $809K as of Q3 2022.
  • 55I LLC bought 3,625 Marsh shares in Q3 2022, an estimated $582K.
  • Marsh made up 0.02% of 55I LLC's portfolio in Q3 2022, its #294 holding.
  • 55I LLC first reported a position in Marsh in Q1 2022 and has held it in 3 quarters since.
  • 55I LLC's Marsh position peaked at $1.33M in Q1 2022.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.