Domani Wealth’s Marsh MRSH Stock Holding History

Domani Wealth’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 Q1	$556K	Hold	3,340	–	–	0.13%	67
2022 Q4	$553K	Hold	3,340	–	–	0.14%	68
2022 Q3	$499K	Hold	3,340	–	–	0.15%	61
2022 Q2	$519K	Hold	3,340	–	–	0.14%	64
2022 Q1	$569K	Hold	3,340	–	–	0.12%	74
2021 Q4	$581K	Hold	3,340	–	–	0.11%	70
2021 Q3	$506K	Hold	3,340	–	–	0.11%	70
2021 Q2	$470K	Hold	3,340	–	–	0.09%	75
2021 Q1	$407K	Hold	3,340	–	–	0.08%	83
2020 Q4	$391K	Hold	3,340	–	–	0.08%	82
2020 Q3	$383K	Hold	3,340	–	–	0.08%	82
2020 Q2	$359K	Hold	3,340	–	–	0.08%	87
2020 Q1	$289K	Hold	3,340	–	–	0.08%	99
2019 Q4	$372K	Hold	3,340	–	–	0.12%	79
2019 Q3	$334K	Hold	3,340	–	–	0.12%	79
2019 Q2	$333K	Hold	3,340	–	–	0.12%	78
2019 Q1	$314K	Buy	+3,340	New	+$295K	0.13%	80

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Domani Wealth's MRSH Position: Q1 2023 in Review

Domani Wealth held its Marsh (MRSH) position steady in Q1 2023 at 3,340 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #67.

Domani Wealth first reported a position in MRSH in Q1 2019 and has held it in 17 quarters since. The position peaked at $581K in Q4 2021. 1,225 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Domani Wealth held 3,340 shares of Marsh worth $556K as of Q1 2023.
Domani Wealth left its Marsh share count unchanged in Q1 2023.
Marsh made up 0.13% of Domani Wealth's portfolio in Q1 2023, its #67 holding.
Domani Wealth first reported a position in Marsh in Q1 2019 and has held it in 17 quarters since.
Domani Wealth's Marsh position peaked at $581K in Q4 2021.
1,225 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.