Independent Financial Group
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Independent Financial Group’s Marsh MRSH Stock Holding History

Independent Financial Group’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
-1,537
Closed -$254K – 870
2022
Q4 		$254K Buy
+1,537
New +$251K 0.02% 619

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Financial Group's MRSH Position: Q1 2023 in Review

Independent Financial Group sold out of Marsh (MRSH) in Q1 2023, closing a stake of 1,537 shares — an estimated $254K sold.

Independent Financial Group first reported a position in MRSH in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • Independent Financial Group reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • Independent Financial Group sold 1,537 Marsh shares in Q1 2023, an estimated $254K.
  • Independent Financial Group first reported a position in Marsh in Q4 2022 and held it in 1 quarter.
  • Independent Financial Group's Marsh position peaked at $254K in Q4 2022.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.