CG
MRSH

Colony Group’s Marsh MRSH Stock Holding History

Colony Group’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 		$7.34M Sell
38,585
-54
-0.1% -$10.3K 0.11% 173
2023
Q2 		$7.27M Sell
38,639
-33
-0.1% -$5.86K 0.1% 185
2023
Q1 		$6.44M Sell
38,672
-2,941
-7% -$490K 0.1% 200
2022
Q4 		$6.89M Buy
41,613
+4,457
+12% +$729K 0.1% 201
2022
Q3 		$5.55M Sell
37,156
-5
-0% -$802 0.1% 197
2022
Q2 		$5.77M Buy
37,161
+35,405
+2,016% +$5.67M 0.1% 196
2022
Q1 		$299K Hold
1,756
– – ﹤0.01% 724
2021
Q4 		$305K Buy
+1,756
New +$292K 0.01% 685
2018
Q2 		– Sell
-3,234
Closed -$267K – 518
2018
Q1 		$267K Buy
3,234
+246
+8% +$20.4K 0.01% 419
2017
Q4 		$243K Buy
2,988
+63
+2% +$5.24K 0.02% 424
2017
Q3 		$245K Buy
2,925
+6
+0.2% +$476 0.02% 388
2017
Q2 		$228K Buy
+2,919
New +$220K 0.02% 388
2015
Q4 		– Sell
-46
Closed -$2K – 857
2015
Q3 		$2K Buy
+46
New +$2.57K ﹤0.01% 764
2015
Q2 		– Sell
-425
Closed -$24K – 763
2015
Q1 		$24K Sell
425
-232
-35% -$13.1K ﹤0.01% 492
2014
Q4 		$38K Hold
657
– – ﹤0.01% 488
2014
Q3 		$34K Sell
657
-384
-37% -$20K ﹤0.01% 464
2014
Q2 		$54K Buy
1,041
+734
+239% +$36.5K 0.01% 329
2014
Q1 		$15K Buy
307
+75
+32% +$3.59K ﹤0.01% 496
2013
Q4 		$11K Buy
+232
New +$10.8K ﹤0.01% 477

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Colony Group's MRSH Position: Q3 2023 in Review

Colony Group reduced its Marsh (MRSH) stake by 0.14% in Q3 2023, selling an estimated $10.3K and leaving 38,585 shares worth $7.34M. The position accounts for 0.11% of the portfolio, ranked #173.

Colony Group first reported a position in MRSH in Q4 2013 and has held it in 19 quarters since. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Colony Group held 38,585 shares of Marsh worth $7.34M as of Q3 2023.
  • Colony Group sold 54 Marsh shares in Q3 2023, an estimated $10.3K.
  • Marsh made up 0.11% of Colony Group's portfolio in Q3 2023, its #173 holding.
  • Colony Group first reported a position in Marsh in Q4 2013 and has held it in 19 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.