CF
MRSH

Centaurus Financial’s Marsh MRSH Stock Holding History

Centaurus Financial’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
Q2 		– Sell
-617
Closed -$103K – 864
2023
Q1 		$103K Buy
+617
New +$103K 0.01% 857
2022
Q3 		– Sell
-2,341
Closed -$363K – 873
2022
Q2 		$363K Buy
2,341
+26
+1% +$4.17K 0.04% 442
2022
Q1 		$395K Sell
2,315
-25
-1% -$3.94K 0.03% 477
2021
Q4 		$407K Buy
2,340
+25
+1% +$4.15K 0.03% 490
2021
Q3 		$351K Hold
2,315
– – 0.03% 511
2021
Q2 		$326K Buy
2,315
+132
+6% +$17.7K 0.03% 547
2021
Q1 		$266K Hold
2,183
– – 0.03% 532
2020
Q4 		$255K Hold
2,183
– – 0.03% 500
2020
Q3 		$250K Hold
2,183
– – 0.03% 410
2020
Q2 		$234K Buy
2,183
+200
+10% +$20.2K 0.03% 388
2020
Q1 		$171K Sell
1,983
-151
-7% -$16.1K 0.03% 374
2019
Q4 		$238K Buy
+2,134
New +$223K 0.03% 417
2018
Q3 		– Sell
-94
Closed -$8K – 1445
2018
Q2 		$8K Buy
+94
New +$7.67K ﹤0.01% 1638

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

Centaurus Financial's MRSH Position: Q2 2023 in Review

Centaurus Financial sold out of Marsh (MRSH) in Q2 2023, closing a stake of 617 shares — an estimated $103K sold.

Centaurus Financial first reported a position in MRSH in Q2 2018 and held it in 13 quarters. The position peaked at $407K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Centaurus Financial reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Centaurus Financial sold 617 Marsh shares in Q2 2023, an estimated $103K.
  • Centaurus Financial first reported a position in Marsh in Q2 2018 and held it in 13 quarters.
  • Centaurus Financial's Marsh position peaked at $407K in Q4 2021.
  • 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.