KPW
MRSH

Kore Private Wealth’s Marsh MRSH Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-3,047
Closed -$461K – 410
2021
Q3 		$461K Buy
3,047
+330
+12% +$49.9K 0.05% 251
2021
Q2 		$382K Buy
2,717
+364
+15% +$48.8K 0.04% 267
2021
Q1 		$287K Buy
2,353
+311
+15% +$35.8K 0.04% 283
2020
Q4 		$239K Buy
+2,042
New +$232K 0.04% 284
2020
Q3 		– Sell
-1,384
Closed -$148K – 771
2020
Q2 		$148K Sell
1,384
-254
-16% -$25.7K 0.03% 276
2020
Q1 		$142K Buy
1,638
+363
+28% +$38.7K 0.03% 254
2019
Q4 		$142K Buy
+1,275
New +$133K 0.03% 306
2019
Q2 		– Sell
-293
Closed -$28K – 581
2019
Q1 		$28K Sell
293
-764
-72% -$67.6K 0.01% 466
2018
Q4 		$84K Buy
+1,057
New +$88.1K 0.02% 294

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Kore Private Wealth's MRSH Position: Q4 2021 in Review

Kore Private Wealth sold out of Marsh (MRSH) in Q4 2021, closing a stake of 3,047 shares — an estimated $461K sold.

Kore Private Wealth first reported a position in MRSH in Q4 2018 and held it in 9 quarters. The position peaked at $461K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • Kore Private Wealth reported no remaining Marsh position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 3,047 Marsh shares in Q4 2021, an estimated $461K.
  • Kore Private Wealth first reported a position in Marsh in Q4 2018 and held it in 9 quarters.
  • Kore Private Wealth's Marsh position peaked at $461K in Q3 2021.
  • 1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.