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Arcus Capital Partners’s Marsh MRSH Stock Holding History

Arcus Capital 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 		– Sell
-786
Closed -$130K – 254
2022
Q4 		$130K Buy
+786
New +$129K 0.05% 114
2022
Q3 		– Sell
-6,180
Closed -$959K – 109
2022
Q2 		$959K Sell
6,180
-216
-3% -$34.6K 0.42% 36
2022
Q1 		$1.09M Buy
6,396
+1
+0% +$158 0.39% 34
2021
Q4 		$1.11M Buy
6,395
+3,023
+90% +$502K 0.38% 31
2021
Q3 		$511K Buy
3,372
+136
+4% +$20.6K 0.19% 51
2021
Q2 		$455K Buy
3,236
+438
+16% +$58.7K 0.21% 68
2021
Q1 		$341K Buy
2,798
+380
+16% +$43.8K 0.03% 87
2020
Q4 		$283K Buy
+2,418
New +$275K 0.04% 90

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arcus Capital Partners's MRSH Position: Q1 2023 in Review

Arcus Capital Partners sold out of Marsh (MRSH) in Q1 2023, closing a stake of 786 shares — an estimated $130K sold.

Arcus Capital Partners first reported a position in MRSH in Q4 2020 and held it in 8 quarters. The position peaked at $1.11M in Q4 2021. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • Arcus Capital Partners reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 786 Marsh shares in Q1 2023, an estimated $130K.
  • Arcus Capital Partners first reported a position in Marsh in Q4 2020 and held it in 8 quarters.
  • Arcus Capital Partners's Marsh position peaked at $1.11M in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.