AIP
MRSH

Ahrens Investment Partners’s Marsh MRSH Stock Holding History

Ahrens Investment Partners’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
Q1 		$2.33K Buy
+14
New +$2.33K ﹤0.01% 868
2022
Q3 		– Sell
-14
Closed -$2K – 615
2022
Q2 		$2K Hold
14
– – ﹤0.01% 883
2022
Q1 		$2K Hold
14
– – ﹤0.01% 951
2021
Q4 		$2K Buy
+14
New +$2.33K ﹤0.01% 974

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ahrens Investment Partners's MRSH Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Marsh (MRSH) in Q1 2023: 14 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MRSH as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MRSH in Q4 2021 and has held it in 4 quarters since. 1,224 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • Ahrens Investment Partners held 14 shares of Marsh worth $2.33K as of Q1 2023.
  • Marsh was a new Ahrens Investment Partners position in Q1 2023.
  • Marsh made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #868 holding.
  • Ahrens Investment Partners first reported a position in Marsh in Q4 2021 and has held it in 4 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.