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Heritage Wealth Management (Arizona)’s Marsh MRSH Stock Holding History

Heritage Wealth Management (Arizona)’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 		$468K Buy
2,826
+1,448
+105% +$237K 0.07% 225
2022
Q3 		$206K Hold
1,378
– – 0.07% 217
2022
Q2 		$214K Hold
1,378
– – 0.07% 228
2022
Q1 		$235K Buy
+1,378
New +$217K 0.06% 242
2021
Q3 		$229K Buy
1,509
+150
+11% +$22.7K 0.08% 194
2021
Q2 		$191K Sell
1,359
-55
-4% -$7.37K 0.07% 232
2021
Q1 		$172K Buy
+1,414
New +$163K 0.1% 187

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MRSH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Marsh (MRSH) stake by 105% in Q4 2022, buying an estimated $237K and bringing the position to 2,826 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #225.

Heritage Wealth Management (Arizona) first reported a position in MRSH in Q1 2021 and has held it in 7 quarters since. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,826 shares of Marsh worth $468K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,448 Marsh shares in Q4 2022, an estimated $237K.
  • Marsh made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #225 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Marsh in Q1 2021 and has held it in 7 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.