Column Capital Advisors’s Marsh MRSH Stock Holding History

Column Capital Advisors’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	$138K	Sell	723 -3	-0.4%	-$575	0.02%	183
2023 Q2	$137K	Sell	726 -104	-13%	-$18.5K	0.02%	183
2023 Q1	$138K	Hold	830	–	–	0.02%	186
2022 Q4	$137K	Buy	830 +434	+110%	+$71K	0.02%	167
2022 Q3	$59K	Hold	396	–	–	0.01%	249
2022 Q2	$61K	Hold	396	–	–	0.01%	248
2022 Q1	$67K	Sell	396 -6	-1%	-$946	0.01%	255
2021 Q4	$70K	Sell	402 -51	-11%	-$8.47K	0.01%	250
2021 Q3	$69K	Sell	453 -56	-11%	-$8.47K	0.01%	231
2021 Q2	$72K	Hold	509	–	–	0.02%	224
2021 Q1	$62K	Hold	509	–	–	0.01%	237
2020 Q4	$60K	Sell	509 -156	-23%	-$17.7K	0.02%	236
2020 Q3	$76K	Buy	665 +71	+12%	+$8.14K	0.02%	185
2020 Q2	$63K	Buy	594 +566	+2,021%	+$57.3K	0.02%	211
2020 Q1	$2K	Hold	28	–	–	﹤0.01%	573
2019 Q4	$3K	Buy	+28	New	+$2.92K	﹤0.01%	581

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Column Capital Advisors's MRSH Position: Q3 2023 in Review

Column Capital Advisors reduced its Marsh (MRSH) stake by 0.41% in Q3 2023, selling an estimated $575 and leaving 723 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #183.

Column Capital Advisors first reported a position in MRSH in Q4 2019 and has held it in 16 quarters since. The position peaked at $138K in Q1 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

Column Capital Advisors held 723 shares of Marsh worth $138K as of Q3 2023.
Column Capital Advisors sold 3 Marsh shares in Q3 2023, an estimated $575.
Marsh made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #183 holding.
Column Capital Advisors first reported a position in Marsh in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Marsh position peaked at $138K in Q1 2023.
1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.