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Briaud Financial Planning’s Marsh MRSH Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-44
Closed -$8K – 104
2023
Q3 		$8K Buy
+44
New +$8.43K 0.01% 109

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Briaud Financial Planning's MRSH Position: Q4 2023 in Review

Briaud Financial Planning sold out of Marsh (MRSH) in Q4 2023, closing a stake of 44 shares — an estimated $8K sold.

Briaud Financial Planning first reported a position in MRSH in Q3 2023 and held it in 1 quarter. The position peaked at $8K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Briaud Financial Planning reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 44 Marsh shares in Q4 2023, an estimated $8K.
  • Briaud Financial Planning first reported a position in Marsh in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Marsh position peaked at $8K in Q3 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.