HeadInvest LLC’s Marsh MRSH Stock Holding History

HeadInvest LLC’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	–	Sell	-150	Closed	-$28.3K	–	502
2023 Q3	$28.3K	Buy	+150	New	+$28.7K	0.01%	420

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

HeadInvest LLC's MRSH Position: Q4 2023 in Review

HeadInvest LLC sold out of Marsh (MRSH) in Q4 2023, closing a stake of 150 shares — an estimated $28.3K sold.

HeadInvest LLC first reported a position in MRSH in Q3 2023 and held it in 1 quarter. The position peaked at $28.3K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

HeadInvest LLC reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 150 Marsh shares in Q4 2023, an estimated $28.3K.
HeadInvest LLC first reported a position in Marsh in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Marsh position peaked at $28.3K in Q3 2023.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.