HS
MRSH

Horan Securities’s Marsh MRSH Stock Holding History

Horan Securities’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
Q3 		– Sell
-37
Closed -$6.96K – 434
2023
Q2 		$6.96K Hold
37
– – ﹤0.01% 434
2023
Q1 		$6.16K Sell
37
-20
-35% -$3.33K ﹤0.01% 440
2022
Q4 		$9.43K Buy
+57
New +$9.32K 0.01% 376
2021
Q1 		– Sell
-26
Closed -$3K – 441
2020
Q4 		$3K Buy
+26
New +$2.95K ﹤0.01% 340
2019
Q3 		– Sell
-20
Closed -$2K – 272
2019
Q2 		$2K Buy
+20
New +$1.91K ﹤0.01% 261

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horan Securities's MRSH Position: Q3 2023 in Review

Horan Securities sold out of Marsh (MRSH) in Q3 2023, closing a stake of 37 shares — an estimated $6.96K sold.

Horan Securities first reported a position in MRSH in Q2 2019 and held it in 5 quarters. The position peaked at $9.43K in Q4 2022. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Horan Securities reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 37 Marsh shares in Q3 2023, an estimated $6.96K.
  • Horan Securities first reported a position in Marsh in Q2 2019 and held it in 5 quarters.
  • Horan Securities's Marsh position peaked at $9.43K in Q4 2022.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.