CIC
MRSH

Cutler Investment Counsel’s Marsh MRSH Stock Holding History

Cutler Investment Counsel’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
Q4 		– Sell
-71,621
Closed -$10.7M – 132
2022
Q3 		$10.7M Sell
71,621
-163
-0.2% -$26.2K 1.78% 21
2022
Q2 		$11.1M Buy
71,784
+623
+0.9% +$99.8K 1.75% 21
2022
Q1 		$12.1M Buy
71,161
+2,082
+3% +$328K 1.68% 22
2021
Q4 		$12M Buy
69,079
+997
+1% +$166K 1.81% 20
2021
Q3 		$10.3M Sell
68,082
-1,724
-2% -$261K 1.63% 22
2021
Q2 		$9.82M Buy
69,806
+170
+0.2% +$22.8K 1.54% 27
2021
Q1 		$8.48M Buy
69,636
+296
+0.4% +$34.1K 1.47% 29
2020
Q4 		$8.11M Sell
69,340
-158
-0.2% -$18K 1.49% 28
2020
Q3 		$7.97M Buy
69,498
+89
+0.1% +$10.2K 1.54% 28
2020
Q2 		$7.45M Sell
69,409
-204
-0.3% -$20.6K 1.58% 27
2020
Q1 		$6.02M Sell
69,613
-177
-0.3% -$18.9K 1.46% 31
2019
Q4 		$7.78M Sell
69,790
-9,517
-12% -$994K 1.56% 31
2019
Q3 		$7.93M Sell
79,307
-2,501
-3% -$250K 1.53% 34
2019
Q2 		$8.16M Sell
81,808
-672
-0.8% -$64.3K 1.57% 33
2019
Q1 		$7.75M Sell
82,480
-21
-0% -$1.86K 1.51% 33
2018
Q4 		$6.58M Sell
82,501
-2,537
-3% -$212K 1.42% 36
2018
Q3 		$7.03M Buy
85,038
+139
+0.2% +$11.8K 1.32% 38
2018
Q2 		$6.96M Sell
84,899
-755
-0.9% -$61.6K 1.37% 37
2018
Q1 		$7.07M Sell
85,654
-112
-0.1% -$9.28K 1.38% 36
2017
Q4 		$6.98M Buy
85,766
+1,102
+1% +$91.6K 1.35% 39
2017
Q3 		$7.1M Buy
+84,664
New +$6.71M 1.66% 34

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

Cutler Investment Counsel's MRSH Position: Q4 2022 in Review

Cutler Investment Counsel sold out of Marsh (MRSH) in Q4 2022, closing a stake of 71,621 shares — an estimated $10.7M sold.

Cutler Investment Counsel first reported a position in MRSH in Q3 2017 and held it in 21 quarters. The position peaked at $12.1M in Q1 2022. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Cutler Investment Counsel reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Cutler Investment Counsel sold 71,621 Marsh shares in Q4 2022, an estimated $10.7M.
  • Cutler Investment Counsel first reported a position in Marsh in Q3 2017 and held it in 21 quarters.
  • Cutler Investment Counsel's Marsh position peaked at $12.1M in Q1 2022.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Cutler Investment Counsel's 13F filing for Q4 2022, filed 26 Jan 2023.