HFG
MRSH

Heron Financial Group’s Marsh MRSH Stock Holding History

Heron Financial Group’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
Q2 		$278K Hold
1,479
– – 0.15% 115
2023
Q1 		$246K Buy
1,479
+70
+5% +$11.7K 0.14% 124
2022
Q4 		$234K Hold
1,409
– – 0.16% 111
2022
Q3 		$210K Sell
1,409
-35
-2% -$5.62K 0.13% 124
2022
Q2 		$224K Hold
1,444
– – 0.14% 122
2022
Q1 		$246K Hold
1,444
– – 0.13% 124
2021
Q4 		$222K Sell
1,444
-75
-5% -$12.5K 0.12% 133
2021
Q3 		$230K Hold
1,519
– – 0.13% 130
2021
Q2 		$214K Buy
+1,519
New +$204K 0.12% 135

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heron Financial Group's MRSH Position: Q2 2023 in Review

Heron Financial Group held its Marsh (MRSH) position steady in Q2 2023 at 1,479 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #115.

Heron Financial Group first reported a position in MRSH in Q2 2021 and has held it in 9 quarters since. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Heron Financial Group held 1,479 shares of Marsh worth $278K as of Q2 2023.
  • Heron Financial Group left its Marsh share count unchanged in Q2 2023.
  • Marsh made up 0.15% of Heron Financial Group's portfolio in Q2 2023, its #115 holding.
  • Heron Financial Group first reported a position in Marsh in Q2 2021 and has held it in 9 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.