HNWAG
MRSH icon

High Net Worth Advisory Group’s Marsh MRSH Stock Holding History

High Net Worth Advisory 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
Q1 		– Sell
-714
Closed -$118K – 425
2022
Q4 		$118K Hold
714
– – 0.05% 234
2022
Q3 		$107K Hold
714
– – 0.05% 234
2022
Q2 		$111K Hold
714
– – 0.05% 231
2022
Q1 		$122K Sell
714
-148
-17% -$23.3K 0.04% 229
2021
Q4 		$150K Buy
+862
New +$143K 0.05% 212

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

High Net Worth Advisory Group's MRSH Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Marsh (MRSH) in Q1 2023, closing a stake of 714 shares — an estimated $118K sold.

High Net Worth Advisory Group first reported a position in MRSH in Q4 2021 and held it in 5 quarters. The position peaked at $150K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 714 Marsh shares in Q1 2023, an estimated $118K.
  • High Net Worth Advisory Group first reported a position in Marsh in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Marsh position peaked at $150K in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.