IAIM
MRSH

Industrial Alliance Investment Management’s Marsh MRSH Stock Holding History

Industrial Alliance Investment Management’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
-1,700
Closed -$320K – 108
2023
Q2 		$320K Sell
1,700
-14,748
-90% -$2.62M 0.17% 56
2023
Q1 		$2.74M Sell
16,448
-9,695
-37% -$1.62M 0.08% 197
2022
Q4 		$4.33M Buy
26,143
+248
+1% +$40.6K 0.12% 154
2022
Q3 		$3.87M Buy
25,895
+1,195
+5% +$192K 0.11% 164
2022
Q2 		$3.83M Sell
24,700
-1,370
-5% -$220K 0.11% 165
2022
Q1 		$4.44M Sell
26,070
-2,117
-8% -$334K 0.11% 170
2021
Q4 		$4.9M Buy
+28,187
New +$4.68M 0.11% 165

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 $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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Industrial Alliance Investment Management's MRSH Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Marsh (MRSH) in Q3 2023, closing a stake of 1,700 shares — an estimated $320K sold.

Industrial Alliance Investment Management first reported a position in MRSH in Q4 2021 and held it in 7 quarters. The position peaked at $4.9M in Q4 2021. 1,291 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,700 Marsh shares in Q3 2023, an estimated $320K.
  • Industrial Alliance Investment Management first reported a position in Marsh in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Marsh position peaked at $4.9M in Q4 2021.
  • 1,291 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.