Ethos Financial Group’s Marsh MRSH Stock Holding History

Ethos Financial 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	–	Sell	-1,304	Closed	-$248K	–	287
2023 Q3	$248K	Buy	+1,304	New	+$250K	0.06%	147

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

Ethos Financial Group's MRSH Position: Q4 2023 in Review

Ethos Financial Group sold out of Marsh (MRSH) in Q4 2023, closing a stake of 1,304 shares — an estimated $248K sold.

Ethos Financial Group first reported a position in MRSH in Q3 2023 and held it in 1 quarter. The position peaked at $248K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Ethos Financial Group reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
Ethos Financial Group sold 1,304 Marsh shares in Q4 2023, an estimated $248K.
Ethos Financial Group first reported a position in Marsh in Q3 2023 and held it in 1 quarter.
Ethos Financial Group's Marsh position peaked at $248K in Q3 2023.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Ethos Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.