AIL
MRSH

AGF Investments LLC’s Marsh MRSH Stock Holding History

AGF Investments 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
Q1 		– Sell
-4,653
Closed -$809K – 488
2021
Q4 		$809K Buy
4,653
+669
+17% +$111K 0.07% 164
2021
Q3 		$603K Sell
3,984
-416
-9% -$62.9K 0.06% 146
2021
Q2 		$619K Buy
+4,400
New +$590K 0.06% 135
2021
Q1 		– Sell
-121
Closed -$14K – 475
2020
Q4 		$14K Sell
121
-75
-38% -$8.52K ﹤0.01% 441
2020
Q3 		$22K Sell
196
-20
-9% -$2.29K ﹤0.01% 432
2020
Q2 		$23K Buy
216
+145
+204% +$14.7K ﹤0.01% 457
2020
Q1 		$6K Buy
71
+14
+25% +$1.49K ﹤0.01% 513
2019
Q4 		$6K Sell
57
-4,627
-99% -$483K ﹤0.01% 532
2019
Q3 		$469K Buy
4,684
+1,637
+54% +$164K 0.11% 241
2019
Q2 		$304K Buy
3,047
+842
+38% +$80.6K 0.06% 314
2019
Q1 		$207K Sell
2,205
-70,033
-97% -$6.19M 0.05% 331
2018
Q4 		$5.76M Buy
72,238
+6,536
+10% +$545K 0.8% 36
2018
Q3 		$5.43M Buy
65,702
+1,577
+2% +$134K 0.69% 40
2018
Q2 		$5.26M Sell
64,125
-5,914
-8% -$483K 0.6% 44
2018
Q1 		$5.79M Sell
70,039
-13,023
-16% -$1.08M 0.97% 27
2017
Q4 		$6.76M Buy
83,062
+15,708
+23% +$1.31M 1.17% 26
2017
Q3 		$5.64M Buy
67,354
+7,379
+12% +$585K 1.25% 24
2017
Q2 		$4.68M Buy
59,975
+3,604
+6% +$272K 1.07% 24
2017
Q1 		$4.17M Buy
56,371
+3,437
+6% +$246K 1.05% 24
2016
Q4 		$3.58M Buy
+52,934
New +$3.55M 0.95% 28

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AGF Investments LLC's MRSH Position: Q1 2022 in Review

AGF Investments LLC sold out of Marsh (MRSH) in Q1 2022, closing a stake of 4,653 shares — an estimated $809K sold.

AGF Investments LLC first reported a position in MRSH in Q4 2016 and held it in 20 quarters. The position peaked at $6.76M in Q4 2017. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • AGF Investments LLC reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • AGF Investments LLC sold 4,653 Marsh shares in Q1 2022, an estimated $809K.
  • AGF Investments LLC first reported a position in Marsh in Q4 2016 and held it in 20 quarters.
  • AGF Investments LLC's Marsh position peaked at $6.76M in Q4 2017.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on AGF Investments LLC's 13F filing for Q1 2022, filed 10 May 2022.