DI
MRSH

DFPG Investments’s Marsh MRSH Stock Holding History

DFPG Investments’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 		$1.33M Sell
6,949
-41
-0.6% -$7.92K 0.1% 184
2023
Q3 		$1.38M Sell
6,990
-1,109
-14% -$213K 0.13% 164
2023
Q2 		$1.52M Buy
8,099
+71
+0.9% +$12.6K 0.14% 157
2023
Q1 		$1.34M Buy
8,028
+210
+3% +$35K 0.14% 155
2022
Q4 		$1.36M Buy
7,818
+5,626
+257% +$920K 0.22% 106
2022
Q3 		$340K Hold
2,192
– – 0.14% 115
2022
Q2 		$325K Buy
2,192
+2
+0.1% +$321 0.14% 110
2022
Q1 		$373K Hold
2,190
– – 0.15% 104
2021
Q4 		$346K Buy
+2,190
New +$364K 0.14% 117

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DFPG Investments's MRSH Position: Q4 2023 in Review

DFPG Investments reduced its Marsh (MRSH) stake by 0.59% in Q4 2023, selling an estimated $7.92K and leaving 6,949 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #184.

DFPG Investments first reported a position in MRSH in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2023. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • DFPG Investments held 6,949 shares of Marsh worth $1.33M as of Q4 2023.
  • DFPG Investments sold 41 Marsh shares in Q4 2023, an estimated $7.92K.
  • Marsh made up 0.1% of DFPG Investments's portfolio in Q4 2023, its #184 holding.
  • DFPG Investments first reported a position in Marsh in Q4 2021 and has held it in 9 quarters since.
  • DFPG Investments's Marsh position peaked at $1.52M in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.