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Convergence Investment Partners’s Marsh MRSH Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-1,548
Closed -$240K – 234
2022
Q2 		$240K Buy
+1,548
New +$248K 0.15% 145
2018
Q2 		– Sell
-793
Closed -$66K – 663
2018
Q1 		$66K Buy
+793
New +$65.7K 0.01% 402

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Convergence Investment Partners's MRSH Position: Q3 2022 in Review

Convergence Investment Partners sold out of Marsh (MRSH) in Q3 2022, closing a stake of 1,548 shares — an estimated $240K sold.

Convergence Investment Partners first reported a position in MRSH in Q1 2018 and held it in 2 quarters. The position peaked at $240K in Q2 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Convergence Investment Partners reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Convergence Investment Partners sold 1,548 Marsh shares in Q3 2022, an estimated $240K.
  • Convergence Investment Partners first reported a position in Marsh in Q1 2018 and held it in 2 quarters.
  • Convergence Investment Partners's Marsh position peaked at $240K in Q2 2022.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Convergence Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.