DB Wealth Management Group’s Marsh MRSH Stock Holding History

DB Wealth Management 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
2023 Q4	$18.2K	Hold	96	–	–	0.01%	243
2023 Q3	$18.3K	Hold	96	–	–	0.01%	233
2023 Q2	$18.1K	Hold	96	–	–	0.01%	237
2023 Q1	$16K	Hold	96	–	–	0.01%	246
2022 Q4	$15.9K	Hold	96	–	–	0.01%	244
2022 Q3	$14K	Hold	96	–	–	0.01%	263
2022 Q2	$15K	Hold	96	–	–	0.01%	260
2022 Q1	$16K	Hold	96	–	–	0.01%	272
2021 Q4	$17K	Hold	96	–	–	0.01%	236
2021 Q3	$15K	Hold	96	–	–	0.01%	238
2021 Q2	$14K	Hold	96	–	–	0.01%	247
2021 Q1	$12K	Hold	96	–	–	0.01%	261
2020 Q4	$11K	Buy	+96	New	+$10.9K	0.01%	263

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DB Wealth Management Group's MRSH Position: Q4 2023 in Review

DB Wealth Management Group held its Marsh (MRSH) position steady in Q4 2023 at 96 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #243.

DB Wealth Management Group first reported a position in MRSH in Q4 2020 and has held it in 13 quarters since. The position peaked at $18.3K in Q3 2023. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

DB Wealth Management Group held 96 shares of Marsh worth $18.2K as of Q4 2023.
DB Wealth Management Group left its Marsh share count unchanged in Q4 2023.
Marsh made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #243 holding.
DB Wealth Management Group first reported a position in Marsh in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Marsh position peaked at $18.3K in Q3 2023.
1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.