MFW
MRSH

Meristem Family Wealth’s Marsh MRSH Stock Holding History

Meristem Family 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
2022
Q1 		$211K Sell
1,241
-45
-3% -$7.09K 0.02% 319
2021
Q4 		$224K Buy
+1,286
New +$214K 0.02% 348

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meristem Family Wealth's MRSH Position: Q1 2022 in Review

Meristem Family Wealth reduced its Marsh (MRSH) stake by 3.5% in Q1 2022, selling an estimated $7.09K and leaving 1,241 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #319.

Meristem Family Wealth first reported a position in MRSH in Q4 2021 and has held it in 2 quarters since. The position peaked at $224K in Q4 2021. 1,149 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Meristem Family Wealth held 1,241 shares of Marsh worth $211K as of Q1 2022.
  • Meristem Family Wealth sold 45 Marsh shares in Q1 2022, an estimated $7.09K.
  • Marsh made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #319 holding.
  • Meristem Family Wealth first reported a position in Marsh in Q4 2021 and has held it in 2 quarters since.
  • Meristem Family Wealth's Marsh position peaked at $224K in Q4 2021.
  • 1,149 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.