HC
MRSH

HNP Capital’s Marsh MRSH Stock Holding History

HNP Capital’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 		$1.76M Sell
10,545
-134
-1% -$22.3K 0.49% 53
2022
Q4 		$1.77M Sell
10,679
-7,935
-43% -$1.3M 0.49% 56
2022
Q3 		$2.78M Sell
18,614
-3,657
-16% -$587K 0.8% 27
2022
Q2 		$3.46M Sell
22,271
-346
-2% -$55.4K 0.95% 24
2022
Q1 		$3.85M Sell
22,617
-1,981
-8% -$312K 0.91% 26
2021
Q4 		$4.28M Buy
24,598
+21
+0.1% +$3.49K 0.97% 29
2021
Q3 		$3.72M Buy
24,577
+736
+3% +$111K 0.93% 30
2021
Q2 		$3.35M Buy
23,841
+796
+3% +$107K 0.89% 31
2021
Q1 		$2.81M Sell
23,045
-248
-1% -$28.6K 0.83% 32
2020
Q4 		$2.73M Buy
23,293
+3,251
+16% +$369K 0.89% 33
2020
Q3 		$2.2M Buy
20,042
+81
+0.4% +$9.28K 0.8% 33
2020
Q2 		$2.15M Buy
+19,961
New +$2.02M 0.89% 29
2020
Q1 		– Sell
-16,221
Closed -$1.81M – 289
2019
Q4 		$1.81M Buy
16,221
+2,523
+18% +$264K 0.77% 34
2019
Q3 		$1.32M Buy
13,698
+214
+2% +$21.4K 0.73% 31
2019
Q2 		$1.34M Buy
13,484
+1,755
+15% +$168K 0.79% 29
2019
Q1 		$1.1M Buy
11,729
+17
+0.1% +$1.5K 0.68% 40
2018
Q4 		$934K Buy
+11,712
New +$976K 0.63% 44

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

HNP Capital's MRSH Position: Q1 2023 in Review

HNP Capital reduced its Marsh (MRSH) stake by 1.3% in Q1 2023, selling an estimated $22.3K and leaving 10,545 shares worth $1.76M. The position accounts for 0.49% of the portfolio, ranked #53.

HNP Capital first reported a position in MRSH in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.28M in Q4 2021. 1,224 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • HNP Capital held 10,545 shares of Marsh worth $1.76M as of Q1 2023.
  • HNP Capital sold 134 Marsh shares in Q1 2023, an estimated $22.3K.
  • Marsh made up 0.49% of HNP Capital's portfolio in Q1 2023, its #53 holding.
  • HNP Capital first reported a position in Marsh in Q4 2018 and has held it in 17 quarters since.
  • HNP Capital's Marsh position peaked at $4.28M in Q4 2021.
  • 1,224 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on HNP Capital's 13F filing for Q1 2023, filed 18 May 2023.