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Cerity Partners OCIO’s Marsh MRSH Stock Holding History

Cerity Partners OCIO’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
Q4 		$201K Buy
+1,218
New +$199K 0.01% 413
2022
Q2 		– Sell
-1,235
Closed -$210K – 442
2022
Q1 		$210K Sell
1,235
-6
-0.5% -$946 0.01% 404
2021
Q4 		$216K Buy
+1,241
New +$206K 0.01% 400

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
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

Cerity Partners OCIO's MRSH Position: Q4 2022 in Review

Cerity Partners OCIO opened a new position in Marsh (MRSH) in Q4 2022: 1,218 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Cerity Partners OCIO previously reported a position in MRSH as recently as Q1 2022.

Cerity Partners OCIO first reported a position in MRSH in Q4 2021 and has held it in 3 quarters since. The position peaked at $216K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Cerity Partners OCIO held 1,218 shares of Marsh worth $201K as of Q4 2022.
  • Marsh was a new Cerity Partners OCIO position in Q4 2022.
  • Marsh made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #413 holding.
  • Cerity Partners OCIO first reported a position in Marsh in Q4 2021 and has held it in 3 quarters since.
  • Cerity Partners OCIO's Marsh position peaked at $216K in Q4 2021.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.