APA
MRSH

American Portfolios Advisors’s Marsh MRSH Stock Holding History

American Portfolios Advisors’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
Q3 		$564K Sell
3,778
-21
-0.6% -$3.37K 0.02% 597
2022
Q2 		$590K Buy
3,799
+94
+3% +$15.1K 0.02% 597
2022
Q1 		$631K Sell
3,705
-18
-0.5% -$2.84K 0.02% 642
2021
Q4 		$647K Sell
3,723
-155
-4% -$25.7K 0.02% 629
2021
Q3 		$587K Buy
3,878
+326
+9% +$49.3K 0.02% 634
2021
Q2 		$500K Buy
3,552
+532
+18% +$71.3K 0.02% 716
2021
Q1 		$368K Buy
3,020
+75
+3% +$8.64K 0.02% 783
2020
Q4 		$345K Buy
2,945
+102
+4% +$11.6K 0.02% 680
2020
Q3 		$326K Sell
2,843
-27
-0.9% -$3.09K 0.02% 622
2020
Q2 		$308K Sell
2,870
-125
-4% -$12.7K 0.02% 589
2020
Q1 		$259K Sell
2,995
-4,816
-62% -$513K 0.02% 568
2019
Q4 		$870K Buy
7,811
+4,747
+155% +$496K 0.06% 302
2019
Q3 		$307K Sell
3,064
-3,017
-50% -$302K 0.03% 555
2019
Q2 		$607K Sell
6,081
-2,636
-30% -$252K 0.05% 338
2019
Q1 		$819K Buy
8,717
+3,682
+73% +$326K 0.08% 246
2018
Q4 		$402K Buy
5,035
+92
+2% +$7.67K 0.05% 331
2018
Q3 		$409K Buy
4,943
+207
+4% +$17.5K 0.05% 373
2018
Q2 		$388K Buy
4,736
+230
+5% +$18.8K 0.05% 335
2018
Q1 		$372K Sell
4,506
-525
-10% -$43.5K 0.06% 336
2017
Q4 		$409K Buy
+5,031
New +$418K 0.06% 303

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $315B AUM 27.84% 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

American Portfolios Advisors's MRSH Position: Q3 2022 in Review

American Portfolios Advisors reduced its Marsh (MRSH) stake by 0.55% in Q3 2022, selling an estimated $3.37K and leaving 3,778 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #597.

American Portfolios Advisors first reported a position in MRSH in Q4 2017 and has held it in 20 quarters since. The position peaked at $870K in Q4 2019. 1,159 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • American Portfolios Advisors held 3,778 shares of Marsh worth $564K as of Q3 2022.
  • American Portfolios Advisors sold 21 Marsh shares in Q3 2022, an estimated $3.37K.
  • Marsh made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #597 holding.
  • American Portfolios Advisors first reported a position in Marsh in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Marsh position peaked at $870K in Q4 2019.
  • 1,159 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.