Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Marsh MRSH Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-706
Closed -$134K – 323
2023
Q3 		$134K Buy
+706
New +$135K 0.03% 108

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Fidelity Investments
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Group (Iowa)'s MRSH Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Marsh (MRSH) in Q4 2023, closing a stake of 706 shares — an estimated $134K sold.

Legacy Financial Group (Iowa) first reported a position in MRSH in Q3 2023 and held it in 1 quarter. The position peaked at $134K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 706 Marsh shares in Q4 2023, an estimated $134K.
  • Legacy Financial Group (Iowa) first reported a position in Marsh in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Marsh position peaked at $134K in Q3 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.