KWA
MRSH

KCS Wealth Advisory’s Marsh MRSH Stock Holding History

KCS Wealth Advisory’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 		$931K Sell
4,893
-846
-15% -$162K 0.4% 69
2023
Q2 		$1.08M Sell
5,739
-133
-2% -$23.6K 0.37% 73
2023
Q1 		$978K Sell
5,872
-774
-12% -$129K 0.37% 74
2022
Q4 		$1.1M Sell
6,646
-512
-7% -$83.7K 0.46% 65
2022
Q3 		$1.07M Sell
7,158
-5,850
-45% -$939K 0.49% 66
2022
Q2 		$2.02M Sell
13,008
-2,119
-14% -$340K 0.9% 36
2022
Q1 		$2.58M Buy
15,127
+610
+4% +$96.2K 1.19% 28
2021
Q4 		$2.52M Sell
14,517
-503
-3% -$83.6K 1.01% 25
2021
Q3 		$2.27M Buy
15,020
+184
+1% +$27.8K 1.08% 25
2021
Q2 		$2.09M Buy
14,836
+692
+5% +$92.8K 0.98% 28
2021
Q1 		$1.72M Buy
14,144
+952
+7% +$110K 0.89% 32
2020
Q4 		$1.54M Buy
13,192
+679
+5% +$77.1K 1.02% 28
2020
Q3 		$1.44M Sell
12,513
-44
-0.4% -$5.04K 1.14% 26
2020
Q2 		$1.35M Buy
12,557
+1,325
+12% +$134K 1.12% 24
2020
Q1 		$971K Buy
11,232
+1,645
+17% +$175K 0.99% 33
2019
Q4 		$1.07M Sell
9,587
-56
-0.6% -$5.85K 0.8% 57
2019
Q3 		$965K Buy
9,643
+478
+5% +$47.8K 0.67% 57
2019
Q2 		$914K Buy
9,165
+450
+5% +$43.1K 0.72% 58
2019
Q1 		$818K Buy
8,715
+890
+11% +$78.7K 0.71% 62
2018
Q4 		$624K Buy
7,825
+798
+11% +$66.5K 0.66% 70
2018
Q3 		$581K Buy
7,027
+1,341
+24% +$114K 0.54% 86
2018
Q2 		$466K Buy
5,686
+135
+2% +$11K 0.43% 98
2018
Q1 		$458K Buy
5,551
+585
+12% +$48.5K 0.42% 96
2017
Q4 		$404K Buy
+4,966
New +$413K 0.39% 99

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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KCS Wealth Advisory's MRSH Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Marsh (MRSH) stake by 15% in Q3 2023, selling an estimated $162K and leaving 4,893 shares worth $931K. The position accounts for 0.4% of the portfolio, ranked #69.

KCS Wealth Advisory first reported a position in MRSH in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.58M in Q1 2022. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • KCS Wealth Advisory held 4,893 shares of Marsh worth $931K as of Q3 2023.
  • KCS Wealth Advisory sold 846 Marsh shares in Q3 2023, an estimated $162K.
  • Marsh made up 0.4% of KCS Wealth Advisory's portfolio in Q3 2023, its #69 holding.
  • KCS Wealth Advisory first reported a position in Marsh in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's Marsh position peaked at $2.58M in Q1 2022.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.