API
MRSH

Advisor Partners II’s Marsh MRSH Stock Holding History

Advisor Partners II’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
2023
Q3 		$5.69M Buy
29,906
+275
+0.9% +$52.7K 0.23% 71
2023
Q2 		$5.57M Buy
29,631
+5,590
+23% +$992K 0.26% 64
2023
Q1 		$4M Buy
24,041
+4,261
+22% +$710K 0.22% 90
2022
Q4 		$3.27M Buy
19,780
+1,980
+11% +$324K 0.2% 104
2022
Q3 		$2.66M Buy
+17,800
New +$2.86M 0.2% 101

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Partners II's MRSH Position: Q3 2023 in Review

Advisor Partners II increased its Marsh (MRSH) stake by 0.93% in Q3 2023, buying an estimated $52.7K and bringing the position to 29,906 shares worth $5.69M. The position accounts for 0.23% of the portfolio, ranked #71.

Advisor Partners II first reported a position in MRSH in Q3 2022 and has held it in 5 quarters since. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Advisor Partners II held 29,906 shares of Marsh worth $5.69M as of Q3 2023.
  • Advisor Partners II bought 275 Marsh shares in Q3 2023, an estimated $52.7K.
  • Marsh made up 0.23% of Advisor Partners II's portfolio in Q3 2023, its #71 holding.
  • Advisor Partners II first reported a position in Marsh in Q3 2022 and has held it in 5 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.