InterOcean Capital Group’s Marsh MRSH Stock Holding History

InterOcean Capital 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
2024 Q1	$506K	Buy	2,456 +2	+0.1%	+$399	0.01%	300
2023 Q4	$465K	Buy	2,454 +56	+2%	+$10.8K	0.01%	305
2023 Q3	$456K	Buy	2,398 +1	+0%	+$192	0.01%	284
2023 Q2	$451K	Buy	2,397 +77	+3%	+$13.7K	0.01%	293
2023 Q1	$386K	Hold	2,320	–	–	0.01%	287
2022 Q4	$384K	Hold	2,320	–	–	0.01%	298
2022 Q3	$346K	Hold	2,320	–	–	0.01%	285
2022 Q2	$360K	Sell	2,320 -13	-0.6%	-$2.08K	0.01%	292
2022 Q1	$398K	Buy	2,333 +13	+0.6%	+$2.05K	0.02%	194
2021 Q4	$403K	Hold	2,320	–	–	0.02%	188
2021 Q3	$351K	Buy	2,320 +46	+2%	+$6.96K	0.02%	190
2021 Q2	$320K	Hold	2,274	–	–	0.02%	203
2021 Q1	$277K	Hold	2,274	–	–	0.02%	195
2020 Q4	$266K	Buy	+2,274	New	+$258K	0.02%	186

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

InterOcean Capital Group's MRSH Position: Q1 2024 in Review

InterOcean Capital Group increased its Marsh (MRSH) stake by 0.08% in Q1 2024, buying an estimated $399 and bringing the position to 2,456 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #300.

InterOcean Capital Group first reported a position in MRSH in Q4 2020 and has held it in 14 quarters since. 1,444 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

InterOcean Capital Group held 2,456 shares of Marsh worth $506K as of Q1 2024.
InterOcean Capital Group bought 2 Marsh shares in Q1 2024, an estimated $399.
Marsh made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #300 holding.
InterOcean Capital Group first reported a position in Marsh in Q4 2020 and has held it in 14 quarters since.
1,444 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.