HA
MRSH

Herold Advisors’s Marsh MRSH Stock Holding History

Herold Advisors’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
Q2 		– Sell
-150
Closed -$25.6K – 477
2022
Q1 		$25.6K Buy
+150
New +$23.6K 0.01% 474
2021
Q4 		– Sell
-150
Closed -$22K – 465
2021
Q3 		$22K Buy
+150
New +$22.7K 0.01% 504

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Herold Advisors's MRSH Position: Q2 2022 in Review

Herold Advisors sold out of Marsh (MRSH) in Q2 2022, closing a stake of 150 shares — an estimated $25.6K sold.

Herold Advisors first reported a position in MRSH in Q3 2021 and held it in 2 quarters. The position peaked at $25.6K in Q1 2022. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

  • Herold Advisors reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 150 Marsh shares in Q2 2022, an estimated $25.6K.
  • Herold Advisors first reported a position in Marsh in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Marsh position peaked at $25.6K in Q1 2022.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.