AC
MRSH

Asio Capital’s Marsh MRSH Stock Holding History

Asio Capital’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
Q4 		– Sell
-1,500
Closed -$224K – 121
2022
Q3 		$224K Hold
1,500
– – 0.07% 100
2022
Q2 		$233K Hold
1,500
– – 0.07% 100
2022
Q1 		$256K Sell
1,500
-200
-12% -$31.5K 0.07% 102
2021
Q4 		$295K Hold
1,700
– – 0.09% 94
2021
Q3 		$257K Sell
1,700
-200
-11% -$30.2K 0.09% 93
2021
Q2 		$267K Sell
1,900
-400
-17% -$53.6K 0.09% 89
2021
Q1 		$280K Sell
2,300
-984
-30% -$113K 0.12% 81
2020
Q4 		$384K Hold
3,284
– – 0.18% 68
2020
Q3 		$377K Buy
3,284
+284
+9% +$32.5K 0.21% 67
2020
Q2 		$322K Sell
3,000
-300
-9% -$30.4K 0.2% 64
2020
Q1 		$285K Buy
3,300
+900
+38% +$96K 0.24% 64
2019
Q4 		$267K Buy
+2,400
New +$251K 0.14% 71

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
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

Asio Capital's MRSH Position: Q4 2022 in Review

Asio Capital sold out of Marsh (MRSH) in Q4 2022, closing a stake of 1,500 shares — an estimated $224K sold.

Asio Capital first reported a position in MRSH in Q4 2019 and held it in 12 quarters. The position peaked at $384K in Q4 2020. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Asio Capital reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Asio Capital sold 1,500 Marsh shares in Q4 2022, an estimated $224K.
  • Asio Capital first reported a position in Marsh in Q4 2019 and held it in 12 quarters.
  • Asio Capital's Marsh position peaked at $384K in Q4 2020.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Asio Capital's 13F filing for Q4 2022, filed 27 Jan 2023.