DY
MRSH

Dowling & Yahnke’s Marsh MRSH Stock Holding History

Dowling & Yahnke’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 		$909K Buy
6,089
+633
+12% +$102K 0.04% 229
2022
Q2 		$847K Buy
5,456
+845
+18% +$135K 0.04% 229
2022
Q1 		$786K Buy
4,611
+476
+12% +$75K 0.03% 241
2021
Q4 		$719K Buy
4,135
+1,087
+36% +$181K 0.03% 244
2021
Q3 		$462K Buy
3,048
+1,056
+53% +$160K 0.03% 272
2021
Q2 		$280K Buy
+1,992
New +$267K 0.02% 316

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

Dowling & Yahnke's MRSH Position: Q3 2022 in Review

Dowling & Yahnke increased its Marsh (MRSH) stake by 12% in Q3 2022, buying an estimated $102K and bringing the position to 6,089 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #229.

Dowling & Yahnke first reported a position in MRSH in Q2 2021 and has held it in 6 quarters since. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Dowling & Yahnke held 6,089 shares of Marsh worth $909K as of Q3 2022.
  • Dowling & Yahnke bought 633 Marsh shares in Q3 2022, an estimated $102K.
  • Marsh made up 0.04% of Dowling & Yahnke's portfolio in Q3 2022, its #229 holding.
  • Dowling & Yahnke first reported a position in Marsh in Q2 2021 and has held it in 6 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.