LA
MRSH

LVW Advisors’s Marsh MRSH Stock Holding History

LVW Advisors’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
Q2 		– Sell
-1,252
Closed -$209K – 221
2023
Q1 		$209K Sell
1,252
-1
-0.1% -$167 0.04% 219
2022
Q4 		$207K Buy
+1,253
New +$205K 0.04% 217
2022
Q2 		– Sell
-1,281
Closed -$218K – 240
2022
Q1 		$218K Buy
1,281
+8
+0.6% +$1.26K 0.04% 220
2021
Q4 		$221K Buy
+1,273
New +$211K 0.04% 227

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

LVW Advisors's MRSH Position: Q2 2023 in Review

LVW Advisors sold out of Marsh (MRSH) in Q2 2023, closing a stake of 1,252 shares — an estimated $209K sold.

LVW Advisors first reported a position in MRSH in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • LVW Advisors reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • LVW Advisors sold 1,252 Marsh shares in Q2 2023, an estimated $209K.
  • LVW Advisors first reported a position in Marsh in Q4 2021 and held it in 4 quarters.
  • LVW Advisors's Marsh position peaked at $221K in Q4 2021.
  • 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.