IWP
MRSH

IAG Wealth Partners’s Marsh MRSH Stock Holding History

IAG Wealth Partners’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
-65
Closed -$10.8K – 477
2022
Q4 		$10.8K Buy
+65
New +$10.6K ﹤0.01% 278
2020
Q3 		– Sell
-22
Closed -$3K – 410
2020
Q2 		$3K Hold
22
– – ﹤0.01% 317
2020
Q1 		$2K Hold
22
– – ﹤0.01% 340
2019
Q4 		$3K Buy
+22
New +$2.3K ﹤0.01% 346

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

IAG Wealth Partners's MRSH Position: Q1 2023 in Review

IAG Wealth Partners sold out of Marsh (MRSH) in Q1 2023, closing a stake of 65 shares — an estimated $10.8K sold.

IAG Wealth Partners first reported a position in MRSH in Q4 2019 and held it in 4 quarters. The position peaked at $10.8K in Q4 2022. 1,225 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • IAG Wealth Partners reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 65 Marsh shares in Q1 2023, an estimated $10.8K.
  • IAG Wealth Partners first reported a position in Marsh in Q4 2019 and held it in 4 quarters.
  • IAG Wealth Partners's Marsh position peaked at $10.8K in Q4 2022.
  • 1,225 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.