CWM
MRSH

Curi Wealth Management’s Marsh MRSH Stock Holding History

Curi Wealth Management’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
-1,412
Closed -$219K – 500
2022
Q2 		$219K Sell
1,412
-119
-8% -$19.1K 0.04% 106
2022
Q1 		$260K Buy
1,531
+448
+41% +$70.6K 0.05% 98
2021
Q4 		$188K Buy
+1,083
New +$180K 0.03% 113
2021
Q1 		– Sell
-1,084
Closed -$126K – 331
2020
Q4 		$126K Buy
+1,084
New +$123K 0.09% 106

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 $3.37T AUM 44.26% 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

Curi Wealth Management's MRSH Position: Q3 2022 in Review

Curi Wealth Management sold out of Marsh (MRSH) in Q3 2022, closing a stake of 1,412 shares — an estimated $219K sold.

Curi Wealth Management first reported a position in MRSH in Q4 2020 and held it in 4 quarters. The position peaked at $260K in Q1 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Curi Wealth Management reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,412 Marsh shares in Q3 2022, an estimated $219K.
  • Curi Wealth Management first reported a position in Marsh in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Marsh position peaked at $260K in Q1 2022.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.