BC
MRSH

Brookfield Corp’s Marsh MRSH Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-108,181
Closed -$20.3M – 370
2023
Q2 		$20.3M Sell
108,181
-39,648
-27% -$7.04M 0.08% 92
2023
Q1 		$24.6M Buy
+147,829
New +$24.6M 0.09% 88
2022
Q2 		– Sell
-120,166
Closed -$20.5M – 698
2022
Q1 		$20.5M Buy
+120,166
New +$18.9M 0.08% 92

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brookfield Corp's MRSH Position: Q3 2023 in Review

Brookfield Corp sold out of Marsh (MRSH) in Q3 2023, closing a stake of 108,181 shares — an estimated $20.3M sold.

Brookfield Corp first reported a position in MRSH in Q1 2022 and held it in 3 quarters. The position peaked at $24.6M in Q1 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Brookfield Corp reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 108,181 Marsh shares in Q3 2023, an estimated $20.3M.
  • Brookfield Corp first reported a position in Marsh in Q1 2022 and held it in 3 quarters.
  • Brookfield Corp's Marsh position peaked at $24.6M in Q1 2023.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.