HPWM
MRSH

Highland Private Wealth Management’s Marsh MRSH Stock Holding History

Highland Private Wealth Management’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 		– Sell
-1,817
Closed -$271K – 97
2022
Q3 		$271K Buy
1,817
+106
+6% +$17K 0.04% 144
2022
Q2 		$266K Buy
1,711
+116
+7% +$18.6K 0.04% 144
2022
Q1 		$271K Buy
1,595
+17
+1% +$2.68K 0.04% 149
2021
Q4 		$274K Buy
1,578
+89
+6% +$14.8K 0.03% 153
2021
Q3 		$225K Buy
+1,489
New +$225K 0.03% 165

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Highland Private Wealth Management's MRSH Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Marsh (MRSH) in Q4 2022, closing a stake of 1,817 shares — an estimated $271K sold.

Highland Private Wealth Management first reported a position in MRSH in Q3 2021 and held it in 5 quarters. The position peaked at $274K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 1,817 Marsh shares in Q4 2022, an estimated $271K.
  • Highland Private Wealth Management first reported a position in Marsh in Q3 2021 and held it in 5 quarters.
  • Highland Private Wealth Management's Marsh position peaked at $274K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.