KC
MRSH

Kenfarb & Co’s Marsh MRSH Stock Holding History

Kenfarb & Co’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 		$715K Sell
3,755
-100
-3% -$19.2K 0.65% 43
2023
Q2 		$725K Hold
3,855
– – 0.63% 44
2023
Q1 		$642K Sell
3,855
-180
-4% -$30K 0.57% 52
2022
Q4 		$668K Hold
4,035
– – 0.59% 51
2022
Q3 		$602K Hold
4,035
– – 0.57% 48
2022
Q2 		$688K Hold
4,035
– – 0.54% 52
2022
Q1 		$688K Buy
4,035
+1,300
+48% +$205K 0.54% 52
2021
Q4 		$475K Buy
+2,735
New +$454K 0.35% 66

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kenfarb & Co's MRSH Position: Q3 2023 in Review

Kenfarb & Co reduced its Marsh (MRSH) stake by 2.6% in Q3 2023, selling an estimated $19.2K and leaving 3,755 shares worth $715K. The position accounts for 0.65% of the portfolio, ranked #43.

Kenfarb & Co first reported a position in MRSH in Q4 2021 and has held it in 8 quarters since. The position peaked at $725K in Q2 2023. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Kenfarb & Co held 3,755 shares of Marsh worth $715K as of Q3 2023.
  • Kenfarb & Co sold 100 Marsh shares in Q3 2023, an estimated $19.2K.
  • Marsh made up 0.65% of Kenfarb & Co's portfolio in Q3 2023, its #43 holding.
  • Kenfarb & Co first reported a position in Marsh in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's Marsh position peaked at $725K in Q2 2023.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.