CCP
MRSH

Corient Capital Partners’s Marsh MRSH Stock Holding History

Corient Capital 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 		$4.62M Buy
29,738
+252
+0.9% +$40.4K 0.35% 67
2022
Q2 		$4.58M Buy
29,486
+794
+3% +$127K 0.35% 71
2022
Q1 		$4.89M Buy
28,692
+766
+3% +$121K 0.32% 73
2021
Q4 		$4.85M Sell
27,926
-46
-0.2% -$7.64K 0.32% 75
2021
Q3 		$4.24M Buy
27,972
+2,741
+11% +$415K 0.31% 78
2021
Q2 		$3.55M Buy
25,231
+4,200
+20% +$563K 0.26% 85
2021
Q1 		$2.56M Buy
21,031
+551
+3% +$63.5K 0.22% 96
2020
Q4 		$2.4M Buy
20,480
+825
+4% +$93.7K 0.24% 92
2020
Q3 		$2.25M Sell
19,655
-27
-0.1% -$3.09K 0.26% 90
2020
Q2 		$2.11M Buy
19,682
+681
+4% +$68.9K 0.26% 91
2020
Q1 		$1.64M Sell
19,001
-272
-1% -$29K 0.26% 89
2019
Q4 		$2.15M Buy
19,273
+749
+4% +$78.2K 0.27% 81
2019
Q3 		$1.85M Buy
18,524
+1,026
+6% +$103K 0.26% 86
2019
Q2 		$1.75M Buy
17,498
+548
+3% +$52.4K 0.27% 95
2019
Q1 		$1.59M Buy
16,950
+877
+5% +$77.6K 0.26% 110
2018
Q4 		$1.28M Buy
16,073
+3,255
+25% +$271K 0.23% 131
2018
Q3 		$1.06M Hold
12,818
– – 0.18% 144
2018
Q2 		$1.05M Buy
12,818
+8,789
+218% +$717K 0.18% 142
2018
Q1 		$333K Buy
4,029
+865
+27% +$71.7K 0.06% 204
2017
Q4 		$258K Buy
3,164
+29
+0.9% +$2.41K 0.04% 253
2017
Q3 		$263K Buy
3,135
+283
+10% +$22.4K 0.05% 240
2017
Q2 		$222K Buy
+2,852
New +$215K 0.03% 289

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Corient Capital Partners's MRSH Position: Q3 2022 in Review

Corient Capital Partners increased its Marsh (MRSH) stake by 0.85% in Q3 2022, buying an estimated $40.4K and bringing the position to 29,738 shares worth $4.62M. The position accounts for 0.35% of the portfolio, ranked #67.

Corient Capital Partners first reported a position in MRSH in Q2 2017 and has held it in 22 quarters since. The position peaked at $4.89M in Q1 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Corient Capital Partners held 29,738 shares of Marsh worth $4.62M as of Q3 2022.
  • Corient Capital Partners bought 252 Marsh shares in Q3 2022, an estimated $40.4K.
  • Marsh made up 0.35% of Corient Capital Partners's portfolio in Q3 2022, its #67 holding.
  • Corient Capital Partners first reported a position in Marsh in Q2 2017 and has held it in 22 quarters since.
  • Corient Capital Partners's Marsh position peaked at $4.89M in Q1 2022.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.