MFM
MRSH icon

MD Financial Management’s Marsh MRSH Stock Holding History

MD Financial Management’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 		$3.98M Buy
22,895
+2,484
+12% +$413K 0.1% 71
2021
Q3 		$3.09M Buy
20,411
+1,014
+5% +$153K 0.08% 81
2021
Q2 		$2.73M Buy
+19,397
New +$2.6M 0.08% 100

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 $3.38T AUM 44.17% 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

MD Financial Management's MRSH Position: Q4 2021 in Review

MD Financial Management increased its Marsh (MRSH) stake by 12% in Q4 2021, buying an estimated $413K and bringing the position to 22,895 shares worth $3.98M. The position accounts for 0.1% of the portfolio, ranked #71.

MD Financial Management first reported a position in MRSH in Q2 2021 and has held it in 3 quarters since. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • MD Financial Management held 22,895 shares of Marsh worth $3.98M as of Q4 2021.
  • MD Financial Management bought 2,484 Marsh shares in Q4 2021, an estimated $413K.
  • Marsh made up 0.1% of MD Financial Management's portfolio in Q4 2021, its #71 holding.
  • MD Financial Management first reported a position in Marsh in Q2 2021 and has held it in 3 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.