Gofen & Glossberg’s Marsh MRSH Stock Holding History

Gofen & Glossberg’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 Q4	$629K	Buy	3,803 +120	+3%	+$19.6K	0.02%	304
2022 Q3	$550K	Buy	3,683 +55	+2%	+$8.82K	0.02%	299
2022 Q2	$563K	Hold	3,628	–	–	0.01%	296
2022 Q1	$618K	Hold	3,628	–	–	0.01%	306
2021 Q4	$631K	Hold	3,628	–	–	0.01%	313
2021 Q3	$549K	Sell	3,628 -110	-3%	-$16.6K	0.01%	328
2021 Q2	$526K	Hold	3,738	–	–	0.01%	331
2021 Q1	$455K	Buy	3,738 +1,500	+67%	+$173K	0.01%	346
2020 Q4	$262K	Hold	2,238	–	–	0.01%	422
2020 Q3	$257K	Hold	2,238	–	–	0.01%	392
2020 Q2	$240K	Buy	+2,238	New	+$227K	0.01%	390
2020 Q1	–	Sell	-2,200	Closed	-$245K	–	458
2019 Q4	$245K	Hold	2,200	–	–	0.01%	407
2019 Q3	$220K	Hold	2,200	–	–	0.01%	412
2019 Q2	$219K	Hold	2,200	–	–	0.01%	405
2019 Q1	$207K	Buy	+2,200	New	+$195K	0.01%	412
2018 Q1	–	Sell	-2,700	Closed	-$220K	–	474
2017 Q4	$220K	Buy	+2,700	New	+$224K	0.01%	439
2014 Q2	–	Sell	-3,118	Closed	-$150K	–	483
2014 Q1	$150K	Hold	3,118	–	–	0.01%	445
2013 Q4	$151K	Buy	+3,118	New	+$145K	0.01%	442

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gofen & Glossberg's MRSH Position: Q4 2022 in Review

Gofen & Glossberg increased its Marsh (MRSH) stake by 3.3% in Q4 2022, buying an estimated $19.6K and bringing the position to 3,803 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #304.

Gofen & Glossberg first reported a position in MRSH in Q4 2013 and has held it in 18 quarters since. The position peaked at $631K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

Gofen & Glossberg held 3,803 shares of Marsh worth $629K as of Q4 2022.
Gofen & Glossberg bought 120 Marsh shares in Q4 2022, an estimated $19.6K.
Marsh made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #304 holding.
Gofen & Glossberg first reported a position in Marsh in Q4 2013 and has held it in 18 quarters since.
Gofen & Glossberg's Marsh position peaked at $631K in Q4 2021.
1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.