Allen Capital Group’s Marsh MRSH Stock Holding History

Allen Capital Group’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	–	Sell	-3,436	Closed	-$569K	–	187
2022 Q4	$569K	Buy	+3,436	New	+$562K	0.56%	25

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allen Capital Group's MRSH Position: Q1 2023 in Review

Allen Capital Group sold out of Marsh (MRSH) in Q1 2023, closing a stake of 3,436 shares — an estimated $569K sold.

Allen Capital Group first reported a position in MRSH in Q4 2022 and held it in 1 quarter. The position peaked at $569K in Q4 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Allen Capital Group reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
Allen Capital Group sold 3,436 Marsh shares in Q1 2023, an estimated $569K.
Allen Capital Group first reported a position in Marsh in Q4 2022 and held it in 1 quarter.
Allen Capital Group's Marsh position peaked at $569K in Q4 2022.
1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Allen Capital Group's 13F filing for Q1 2023, filed 28 Apr 2023.