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BBR Partners’s Marsh MRSH Stock Holding History

BBR 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
2022
Q3 		– Sell
-1,882
Closed -$292K – 204
2022
Q2 		$292K Hold
1,882
– – 0.03% 171
2022
Q1 		$321K Sell
1,882
-17
-0.9% -$2.68K 0.03% 174
2021
Q4 		$330K Sell
1,899
-17
-0.9% -$2.82K 0.04% 149
2021
Q3 		$290K Hold
1,916
– – 0.02% 177
2021
Q2 		$270K Buy
+1,916
New +$257K 0.02% 166

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

BBR Partners's MRSH Position: Q3 2022 in Review

BBR Partners sold out of Marsh (MRSH) in Q3 2022, closing a stake of 1,882 shares — an estimated $292K sold.

BBR Partners first reported a position in MRSH in Q2 2021 and held it in 5 quarters. The position peaked at $330K in Q4 2021. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • BBR Partners reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • BBR Partners sold 1,882 Marsh shares in Q3 2022, an estimated $292K.
  • BBR Partners first reported a position in Marsh in Q2 2021 and held it in 5 quarters.
  • BBR Partners's Marsh position peaked at $330K in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on BBR Partners's 13F filing for Q3 2022, filed 10 Nov 2022.