AWM
MRSH

Altium Wealth Management’s Marsh MRSH Stock Holding History

Altium Wealth Management’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
Q2 		$1.52M Sell
9,779
-10
-0.1% -$1.6K 0.11% 114
2022
Q1 		$1.67M Sell
9,789
-119
-1% -$18.8K 0.11% 106
2021
Q4 		$1.72M Buy
9,908
+89
+0.9% +$14.8K 0.11% 101
2021
Q3 		$1.49M Hold
9,819
– – 0.11% 98
2021
Q2 		$1.38M Sell
9,819
-311
-3% -$41.7K 0.1% 101
2021
Q1 		$1.23M Sell
10,130
-143
-1% -$16.5K 0.1% 102
2020
Q4 		$1.2M Buy
10,273
+92
+0.9% +$10.5K 0.11% 97
2020
Q3 		$1.17M Buy
10,181
+190
+2% +$21.8K 0.12% 85
2020
Q2 		$1.07M Buy
9,991
+1,099
+12% +$111K 0.12% 87
2020
Q1 		$769K Buy
8,892
+1,536
+21% +$164K 0.11% 101
2019
Q4 		$820K Sell
7,356
-182
-2% -$19K 0.1% 117
2019
Q3 		$754K Buy
7,538
+175
+2% +$17.5K 0.1% 120
2019
Q2 		$734K Sell
7,363
-9
-0.1% -$861 0.11% 125
2019
Q1 		$692K Sell
7,372
-315
-4% -$27.9K 0.11% 126
2018
Q4 		$613K Sell
7,687
-314
-4% -$26.2K 0.12% 127
2018
Q3 		$662K Sell
8,001
-712
-8% -$60.3K 0.13% 127
2018
Q2 		$714K Buy
8,713
+2,838
+48% +$232K 0.19% 89
2018
Q1 		$486K Buy
5,875
+1,035
+21% +$85.7K 0.19% 86
2017
Q4 		$393K Buy
+4,840
New +$402K 0.18% 92

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Altium Wealth Management's MRSH Position: Q2 2022 in Review

Altium Wealth Management reduced its Marsh (MRSH) stake by 0.1% in Q2 2022, selling an estimated $1.6K and leaving 9,779 shares worth $1.52M. The position accounts for 0.11% of the portfolio, ranked #114.

Altium Wealth Management first reported a position in MRSH in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

  • Altium Wealth Management held 9,779 shares of Marsh worth $1.52M as of Q2 2022.
  • Altium Wealth Management sold 10 Marsh shares in Q2 2022, an estimated $1.6K.
  • Marsh made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #114 holding.
  • Altium Wealth Management first reported a position in Marsh in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Marsh position peaked at $1.72M in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.