Doyle Wealth Management’s Marsh MRSH Stock Holding History

Doyle Wealth Management’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 Q1	–	Sell	-1,178	Closed	-$205K	–	253
2021 Q4	$205K	Buy	+1,178	New	+$196K	0.01%	225
2019 Q3	–	Sell	-1,400	Closed	-$140K	–	534
2019 Q2	$140K	Buy	+1,400	New	+$134K	0.02%	233
2019 Q1	–	Sell	-1,400	Closed	-$112K	–	518
2018 Q4	$112K	Buy	+1,400	New	+$117K	0.02%	234
2018 Q3	–	Sell	-4,000	Closed	-$328K	–	197
2018 Q2	$328K	Hold	4,000	–	–	0.05%	138
2018 Q1	$330K	Hold	4,000	–	–	0.06%	125
2017 Q4	$326K	Sell	4,000 -800	-17%	-$66.5K	0.06%	125
2017 Q3	$402K	Hold	4,800	–	–	0.07%	101
2017 Q2	$374K	Sell	4,800 -44	-0.9%	-$3.32K	0.07%	101
2017 Q1	$358K	Buy	+4,844	New	+$346K	0.07%	101

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Doyle Wealth Management's MRSH Position: Q1 2022 in Review

Doyle Wealth Management sold out of Marsh (MRSH) in Q1 2022, closing a stake of 1,178 shares — an estimated $205K sold.

Doyle Wealth Management first reported a position in MRSH in Q1 2017 and held it in 9 quarters. The position peaked at $402K in Q3 2017. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

Doyle Wealth Management reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
Doyle Wealth Management sold 1,178 Marsh shares in Q1 2022, an estimated $205K.
Doyle Wealth Management first reported a position in Marsh in Q1 2017 and held it in 9 quarters.
Doyle Wealth Management's Marsh position peaked at $402K in Q3 2017.
1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Doyle Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.