Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$963K Buy
6,453
+515
+9% +$82.6K 0.05% 89
2022
Q2
$922K Sell
5,938
-13
-0.2% -$2.08K 0.05% 79
2022
Q1
$1.01M Buy
+5,951
New +$938K 0.05% 85

Other funds holding MRSH

Inverness Counsel's MRSH Position: Q3 2022 in Review

Inverness Counsel increased its Marsh (MRSH) stake by 8.7% in Q3 2022, buying an estimated $82.6K and bringing the position to 6,453 shares worth $963K. The position accounts for 0.05% of the portfolio, ranked #89.

Inverness Counsel first reported a position in MRSH in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2022. 1,159 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Inverness Counsel held 6,453 shares of Marsh worth $963K as of Q3 2022.
  • Inverness Counsel bought 515 Marsh shares in Q3 2022, an estimated $82.6K.
  • Marsh made up 0.05% of Inverness Counsel's portfolio in Q3 2022, its #89 holding.
  • Inverness Counsel first reported a position in Marsh in Q1 2022 and has held it in 3 quarters since.
  • Inverness Counsel's Marsh position peaked at $1.01M in Q1 2022.
  • 1,159 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.