FNY Investment Advisers’s Marsh MRSH Stock Holding History

FNY Investment Advisers’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	–	Sell	-233	Closed	-$38K	–	627
2023 Q1	$38K	Buy	233 +113	+94%	+$18.8K	0.04%	204
2022 Q4	$19K	Sell	120 -20	-14%	-$3.27K	0.03%	257
2022 Q3	$20K	Buy	140 +42	+43%	+$6.74K	0.01%	306
2022 Q2	$15K	Buy	+98	New	+$15.7K	0.01%	364
2019 Q3	–	Sell	-1,500	Closed	-$149K	–	1050
2019 Q2	$149K	Buy	+1,500	New	+$144K	0.04%	195
2019 Q1	–	Sell	-1,500	Closed	-$119K	–	848
2018 Q4	$119K	Buy	+1,500	New	+$125K	0.04%	160
2018 Q3	–	Sell	-41	Closed	-$3K	–	1152
2018 Q2	$3K	Buy	+41	New	+$3.35K	﹤0.01%	721

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FNY Investment Advisers's MRSH Position: Q2 2023 in Review

FNY Investment Advisers sold out of Marsh (MRSH) in Q2 2023, closing a stake of 233 shares — an estimated $38K sold.

FNY Investment Advisers first reported a position in MRSH in Q2 2018 and held it in 7 quarters. The position peaked at $149K in Q2 2019. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

FNY Investment Advisers reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
FNY Investment Advisers sold 233 Marsh shares in Q2 2023, an estimated $38K.
FNY Investment Advisers first reported a position in Marsh in Q2 2018 and held it in 7 quarters.
FNY Investment Advisers's Marsh position peaked at $149K in Q2 2019.
1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on FNY Investment Advisers's 13F filing for Q2 2023, filed 11 Jul 2023.