HFS
MRSH

Heritage Financial Services’s Marsh MRSH Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-700
Closed -$108K – 313
2022
Q2 		$108K Buy
+700
New +$112K 0.06% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Financial Services's MRSH Position: Q3 2022 in Review

Heritage Financial Services sold out of Marsh (MRSH) in Q3 2022, closing a stake of 700 shares — an estimated $108K sold.

Heritage Financial Services first reported a position in MRSH in Q2 2022 and held it in 1 quarter. The position peaked at $108K in Q2 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Heritage Financial Services reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 700 Marsh shares in Q3 2022, an estimated $108K.
  • Heritage Financial Services first reported a position in Marsh in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Marsh position peaked at $108K in Q2 2022.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.