GW
MRSH

GW & Wade’s Marsh MRSH Stock Holding History

GW & Wade’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
Q4 		$725K Sell
3,825
-1,225
-24% -$237K 0.02% 259
2023
Q3 		$961K Buy
+5,050
New +$968K 0.04% 214

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW & Wade's MRSH Position: Q4 2023 in Review

GW & Wade reduced its Marsh (MRSH) stake by 24% in Q4 2023, selling an estimated $237K and leaving 3,825 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #259.

GW & Wade first reported a position in MRSH in Q3 2023 and has held it in 2 quarters since. The position peaked at $961K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • GW & Wade held 3,825 shares of Marsh worth $725K as of Q4 2023.
  • GW & Wade sold 1,225 Marsh shares in Q4 2023, an estimated $237K.
  • Marsh made up 0.02% of GW & Wade's portfolio in Q4 2023, its #259 holding.
  • GW & Wade first reported a position in Marsh in Q3 2023 and has held it in 2 quarters since.
  • GW & Wade's Marsh position peaked at $961K in Q3 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.