GCWM
MRSH

Graham Capital Wealth Management’s Marsh MRSH Stock Holding History

Graham Capital Wealth Management’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
-338
Closed -$56.3K – 101
2023
Q1 		$56.3K Buy
+338
New +$56.3K 0.08% 103

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

Graham Capital Wealth Management's MRSH Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Marsh (MRSH) in Q2 2023, closing a stake of 338 shares — an estimated $56.3K sold.

Graham Capital Wealth Management first reported a position in MRSH in Q1 2023 and held it in 1 quarter. The position peaked at $56.3K in Q1 2023. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 338 Marsh shares in Q2 2023, an estimated $56.3K.
  • Graham Capital Wealth Management first reported a position in Marsh in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Marsh position peaked at $56.3K in Q1 2023.
  • 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.