FCG
MRSH

Financial Connections Group’s Marsh MRSH Stock Holding History

Financial Connections 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
Q3 		– Sell
-51
Closed -$9K – 193
2023
Q2 		$9K Buy
+51
New +$9.05K 0.01% 186
2022
Q3 		– Sell
-51
Closed -$7K – 273
2022
Q2 		$7K Hold
51
– – 0.01% 209
2022
Q1 		$8K Hold
51
– – 0.01% 205
2021
Q4 		$8K Buy
+51
New +$8.47K 0.01% 224

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Connections Group's MRSH Position: Q3 2023 in Review

Financial Connections Group sold out of Marsh (MRSH) in Q3 2023, closing a stake of 51 shares — an estimated $9K sold.

Financial Connections Group first reported a position in MRSH in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Financial Connections Group reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Financial Connections Group sold 51 Marsh shares in Q3 2023, an estimated $9K.
  • Financial Connections Group first reported a position in Marsh in Q4 2021 and held it in 4 quarters.
  • Financial Connections Group's Marsh position peaked at $9K in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Financial Connections Group's 13F filing for Q3 2023, filed 6 Nov 2023.