CG
MRSH

Cutler Group’s Marsh MRSH Stock Holding History

Cutler 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
2022
Q3 		– Sell
-500
Closed -$1K – 5281
2022
Q2 		$1K Sell
500
-600
-55% -$96.2K ﹤0.01% 4653
2022
Q1 		$8K Sell
1,100
-12,500
-92% -$1.97M ﹤0.01% 3782
2021
Q4 		$314K Buy
13,600
+500
+4% +$83.1K 0.01% 1012
2021
Q3 		$97K Buy
+13,100
New +$1.98M ﹤0.01% 1947
2020
Q3 		– Sell
-2,600
Closed -$3K – 5036
2020
Q2 		$3K Sell
2,600
-2,600
-50% -$263K ﹤0.01% 3628
2020
Q1 		$2K Buy
5,200
+3,200
+160% +$341K ﹤0.01% 3511
2019
Q4 		$3K Buy
+2,000
New +$209K ﹤0.01% 3294
2019
Q3 		– Sell
-1,400
Closed -$6K – 4460
2019
Q2 		$6K Buy
1,400
+900
+180% +$86.1K ﹤0.01% 2999
2019
Q1 		$2K Sell
500
-6,900
-93% -$610K ﹤0.01% 3404
2018
Q4 		$7K Buy
+7,400
New +$617K ﹤0.01% 2747
2018
Q2 		– Sell
-5,000
Closed -$2K – 4606
2018
Q1 		$2K Buy
5,000
+3,700
+285% +$307K ﹤0.01% 3777
2017
Q4 		$1K Sell
1,300
-2,400
-65% -$199K ﹤0.01% 4506
2017
Q3 		$14K Buy
3,700
+1,900
+106% +$151K ﹤0.01% 3488
2017
Q2 		$4K Sell
1,800
-14,400
-89% -$1.09M ﹤0.01% 5039
2017
Q1 		$72K Buy
+16,200
New +$1.16M ﹤0.01% 2050
2016
Q4 		– Sell
-27,800
Closed -$108K – 7006
2016
Q3 		$108K Buy
27,800
+6,200
+29% +$415K ﹤0.01% 1742
2016
Q2 		$128K Sell
21,600
-7,300
-25% -$469K 0.01% 1484
2016
Q1 		$42K Buy
28,900
+11,800
+69% +$661K ﹤0.01% 2514
2015
Q4 		$15K Buy
+17,100
New +$942K ﹤0.01% 3701

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

Cutler Group's MRSH Position: Q2 2023 in Review

Cutler Group sold out of Marsh (MRSH) in Q2 2023, closing a stake of 411 shares — an estimated $68K sold.

Cutler Group first reported a position in MRSH in Q1 2017 and held it in 18 quarters. The position peaked at $1.2M in Q2 2021. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Cutler Group reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Cutler Group sold 411 Marsh shares in Q2 2023, an estimated $68K.
  • Cutler Group first reported a position in Marsh in Q1 2017 and held it in 18 quarters.
  • Cutler Group's Marsh position peaked at $1.2M in Q2 2021.
  • 1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Cutler Group's 13F filing for Q2 2023, filed 18 Jul 2023.