M Holdings Securities’s Marsh MRSH Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-1,852	Closed	-$316K	–	494
2022 Q1	$316K	Buy	+1,852	New	+$292K	0.02%	387
2021 Q2	–	Sell	-2,687	Closed	-$327K	–	379
2021 Q1	$327K	Buy	+2,687	New	+$309K	0.03%	366
2014 Q4	–	Sell	-460	Closed	-$24K	–	336
2014 Q3	$24K	Buy	+460	New	+$24K	0.01%	492

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M Holdings Securities's MRSH Position: Q2 2022 in Review

M Holdings Securities sold out of Marsh (MRSH) in Q2 2022, closing a stake of 1,852 shares — an estimated $316K sold.

M Holdings Securities first reported a position in MRSH in Q3 2014 and held it in 3 quarters. The position peaked at $327K in Q1 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

M Holdings Securities reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
M Holdings Securities sold 1,852 Marsh shares in Q2 2022, an estimated $316K.
M Holdings Securities first reported a position in Marsh in Q3 2014 and held it in 3 quarters.
M Holdings Securities's Marsh position peaked at $327K in Q1 2021.
1,147 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.