First Capital Advisors Group’s Marsh MRSH Stock Holding History

First Capital Advisors 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 Q2	$334K	Sell	1,778 -75	-4%	-$13.3K	0.17%	96
2023 Q1	$309K	Sell	1,853 -34	-2%	-$5.66K	0.2%	105
2022 Q4	$312K	Sell	1,887 -39	-2%	-$6.38K	0.21%	109
2022 Q3	$288K	Sell	1,926 -617	-24%	-$99K	0.24%	105
2022 Q2	$395K	Buy	+2,543	New	+$408K	0.27%	97
2018 Q2	–	Sell	-19	Closed	-$2K	–	539
2018 Q1	$2K	Buy	+19	New	+$1.57K	﹤0.01%	737

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Capital Advisors Group's MRSH Position: Q2 2023 in Review

First Capital Advisors Group reduced its Marsh (MRSH) stake by 4% in Q2 2023, selling an estimated $13.3K and leaving 1,778 shares worth $334K. The position accounts for 0.17% of the portfolio, ranked #96.

First Capital Advisors Group first reported a position in MRSH in Q1 2018 and has held it in 6 quarters since. The position peaked at $395K in Q2 2022. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

First Capital Advisors Group held 1,778 shares of Marsh worth $334K as of Q2 2023.
First Capital Advisors Group sold 75 Marsh shares in Q2 2023, an estimated $13.3K.
Marsh made up 0.17% of First Capital Advisors Group's portfolio in Q2 2023, its #96 holding.
First Capital Advisors Group first reported a position in Marsh in Q1 2018 and has held it in 6 quarters since.
First Capital Advisors Group's Marsh position peaked at $395K in Q2 2022.
1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.