B
MRSH

Brightworth’s Marsh MRSH Stock Holding History

Brightworth’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 		$11.8M Sell
79,340
-1,395
-2% -$224K 1.27% 16
2022
Q2 		$12.5M Sell
80,735
-990
-1% -$159K 1.34% 13
2022
Q1 		$13.9M Buy
81,725
+405
+0.5% +$63.8K 1.41% 12
2021
Q4 		$14.1M Sell
81,320
-1,289
-2% -$214K 1.29% 13
2021
Q3 		$12.5M Buy
82,609
+334
+0.4% +$50.5K 1.13% 15
2021
Q2 		$11.6M Buy
82,275
+3,768
+5% +$505K 0.99% 18
2021
Q1 		$9.56M Buy
78,507
+3,023
+4% +$348K 0.88% 21
2020
Q4 		$8.83M Sell
75,484
-95
-0.1% -$10.8K 0.88% 21
2020
Q3 		$8.67M Buy
75,579
+506
+0.7% +$58K 0.96% 19
2020
Q2 		$8.06M Sell
75,073
-1,411
-2% -$143K 1.12% 15
2020
Q1 		$6.61M Buy
76,484
+1,487
+2% +$159K 1.15% 17
2019
Q4 		$8.36M Buy
74,997
+1,501
+2% +$157K 1.56% 14
2019
Q3 		$7.35M Buy
73,496
+1,229
+2% +$123K 1.53% 17
2019
Q2 		$7.21M Buy
72,267
+407
+0.6% +$38.9K 1.53% 17
2019
Q1 		$6.75M Buy
71,860
+1,566
+2% +$139K 1.41% 19
2018
Q4 		$5.61M Buy
70,294
+1,257
+2% +$105K 1.29% 22
2018
Q3 		$5.71M Buy
69,037
+1,139
+2% +$96.5K 1.27% 26
2018
Q2 		$5.57M Buy
67,898
+1,518
+2% +$124K 1.34% 27
2018
Q1 		$5.48M Buy
66,380
+720
+1% +$59.6K 1.27% 25
2017
Q4 		$5.34M Buy
65,660
+273
+0.4% +$22.7K 1.21% 27
2017
Q3 		$5.48M Buy
+65,387
New +$5.18M 1.33% 23

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Brightworth's MRSH Position: Q3 2022 in Review

Brightworth reduced its Marsh (MRSH) stake by 1.7% in Q3 2022, selling an estimated $224K and leaving 79,340 shares worth $11.8M. The position accounts for 1.27% of the portfolio, ranked #16.

Brightworth first reported a position in MRSH in Q3 2017 and has held it in 21 quarters since. The position peaked at $14.1M in Q4 2021. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Brightworth held 79,340 shares of Marsh worth $11.8M as of Q3 2022.
  • Brightworth sold 1,395 Marsh shares in Q3 2022, an estimated $224K.
  • Marsh made up 1.27% of Brightworth's portfolio in Q3 2022, its #16 holding.
  • Brightworth first reported a position in Marsh in Q3 2017 and has held it in 21 quarters since.
  • Brightworth's Marsh position peaked at $14.1M in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.