Icon Wealth Partners’s Marsh MRSH Stock Holding History

Icon 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 Q3	$3.05M	Sell	16,017 -1,276	-7%	-$245K	0.35%	60
2023 Q2	$3.25M	Sell	17,293 -4,522	-21%	-$802K	0.34%	60
2023 Q1	$3.63M	Buy	+21,815	New	+$3.63M	0.4%	62
2022 Q2	$4M	Buy	25,799 +202	+0.8%	+$32.4K	0.48%	52
2022 Q1	$4.36M	Buy	25,597 +696	+3%	+$110K	0.43%	62
2021 Q4	$4.33M	Sell	24,901 -110	-0.4%	-$18.3K	0.43%	61
2021 Q3	$3.79M	Buy	25,011 +218	+0.9%	+$33K	0.4%	69
2021 Q2	$3.49M	Buy	24,793 +1,766	+8%	+$237K	0.37%	74
2021 Q1	$2.81M	Buy	23,027 +2,959	+15%	+$341K	0.35%	82
2020 Q4	$2.35M	Buy	20,068 +2,235	+13%	+$254K	0.37%	72
2020 Q3	$2.04M	Buy	+17,833	New	+$2.04M	0.4%	70
2019 Q2	–	Sell	-86	Closed	-$8K	–	540
2019 Q1	$8K	Buy	+86	New	+$7.61K	﹤0.01%	702
2018 Q3	–	Sell	-156	Closed	-$13K	–	558
2018 Q2	$13K	Buy	+156	New	+$12.7K	0.01%	665
2018 Q1	–	Sell	-2,173	Closed	-$177K	–	556
2017 Q4	$177K	Buy	+2,173	New	+$181K	0.09%	187

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Icon Wealth Partners's MRSH Position: Q3 2023 in Review

Icon Wealth Partners reduced its Marsh (MRSH) stake by 7.4% in Q3 2023, selling an estimated $245K and leaving 16,017 shares worth $3.05M. The position accounts for 0.35% of the portfolio, ranked #60.

Icon Wealth Partners first reported a position in MRSH in Q4 2017 and has held it in 14 quarters since. The position peaked at $4.36M in Q1 2022. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

Icon Wealth Partners held 16,017 shares of Marsh worth $3.05M as of Q3 2023.
Icon Wealth Partners sold 1,276 Marsh shares in Q3 2023, an estimated $245K.
Marsh made up 0.35% of Icon Wealth Partners's portfolio in Q3 2023, its #60 holding.
Icon Wealth Partners first reported a position in Marsh in Q4 2017 and has held it in 14 quarters since.
Icon Wealth Partners's Marsh position peaked at $4.36M in Q1 2022.
1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.