IC
MRSH

Intersect Capital’s Marsh MRSH Stock Holding History

Intersect Capital’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
2022
Q2 		$208K Sell
1,338
-118
-8% -$18.9K 0.06% 318
2022
Q1 		$248K Buy
+1,456
New +$230K 0.05% 360
2015
Q2 		– Sell
-653
Closed -$37K – 264
2015
Q1 		$37K Hold
653
– – 0.03% 214
2014
Q4 		$37K Buy
+653
New +$35.8K 0.03% 220

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Intersect Capital's MRSH Position: Q2 2022 in Review

Intersect Capital reduced its Marsh (MRSH) stake by 8.1% in Q2 2022, selling an estimated $18.9K and leaving 1,338 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #318.

Intersect Capital first reported a position in MRSH in Q4 2014 and has held it in 4 quarters since. The position peaked at $248K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

  • Intersect Capital held 1,338 shares of Marsh worth $208K as of Q2 2022.
  • Intersect Capital sold 118 Marsh shares in Q2 2022, an estimated $18.9K.
  • Marsh made up 0.06% of Intersect Capital's portfolio in Q2 2022, its #318 holding.
  • Intersect Capital first reported a position in Marsh in Q4 2014 and has held it in 4 quarters since.
  • Intersect Capital's Marsh position peaked at $248K in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.