KWILP
MRSH

Kiwi Wealth Investments Limited Partnership’s Marsh MRSH Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-19,744
Closed -$3.07M – 244
2022
Q3 		$3.07M Hold
19,744
– – 0.21% 120
2022
Q2 		$3.07M Sell
19,744
-19,603
-50% -$3.14M 0.21% 120
2022
Q1 		$6.71M Hold
39,347
– – 0.36% 78
2021
Q4 		$6.84M Sell
39,347
-1,053
-3% -$175K 0.32% 83
2021
Q3 		$6.12M Buy
+40,400
New +$6.11M 0.31% 82
2020
Q3 		– Sell
-37,197
Closed -$3.99M – 256
2020
Q2 		$3.99M Buy
+37,197
New +$3.77M 0.32% 79

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 $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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MRSH Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Marsh (MRSH) in Q4 2022, closing a stake of 19,744 shares — an estimated $3.07M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MRSH in Q2 2020 and held it in 6 quarters. The position peaked at $6.84M in Q4 2021. 1,222 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 19,744 Marsh shares in Q4 2022, an estimated $3.07M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Marsh in Q2 2020 and held it in 6 quarters.
  • Kiwi Wealth Investments Limited Partnership's Marsh position peaked at $6.84M in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.