MU Investments Company’s Marsh MRSH Stock Holding History

MU Investments Company’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 Q3	$3.5M	Sell	18,110 -200	-1%	-$38.3K	4.69%	9
2023 Q2	$3.4M	Sell	18,310 -100	-0.5%	-$17.7K	4.31%	11
2023 Q1	$3.04M	Sell	18,410 -1,000	-5%	-$167K	3.99%	17
2022 Q4	$3.24M	Sell	19,410 -3,120	-14%	-$510K	4.15%	13
2022 Q3	$3.39M	Hold	22,530	–	–	4.71%	6
2022 Q2	$3.49M	Sell	22,530 -1,230	-5%	-$197K	4.72%	5
2022 Q1	$4.08M	Hold	23,760	–	–	4.46%	8
2021 Q4	$4.13M	Sell	23,760 -5,590	-19%	-$929K	4.17%	14
2021 Q3	$4.53M	Hold	29,350	–	–	4.86%	2
2021 Q2	$4.13M	Hold	29,350	–	–	4.43%	6
2021 Q1	$3.57M	Sell	29,350 -10,380	-26%	-$1.2M	4.08%	15
2020 Q4	$4.56M	Buy	39,730 +3,120	+9%	+$354K	4.07%	19
2020 Q3	$4.17M	Hold	36,610	–	–	4.64%	8
2020 Q2	$3.85M	Sell	36,610 -10,280	-22%	-$1.04M	4.79%	7
2020 Q1	$4.2M	Buy	46,890 +1,860	+4%	+$198K	4.44%	9
2019 Q4	$5.04M	Sell	45,030 -22,270	-33%	-$2.33M	4.38%	5
2019 Q3	$6.71M	Hold	67,300	–	–	4.04%	14
2019 Q2	$6.68M	Buy	67,300 +1,300	+2%	+$124K	4.15%	8
2019 Q1	$6.13M	Hold	66,000	–	–	3.96%	13
2018 Q4	$5.11M	Hold	66,000	–	–	3.82%	16
2018 Q3	$5.5M	Hold	66,000	–	–	3.48%	19
2018 Q2	$5.35M	Hold	66,000	–	–	3.74%	17
2018 Q1	$5.45M	Hold	66,000	–	–	3.89%	15
2017 Q4	$5.41M	Hold	66,000	–	–	3.71%	24
2017 Q3	$5.52M	Hold	66,000	–	–	4.26%	7
2017 Q2	$5.13M	Hold	66,000	–	–	3.67%	11
2017 Q1	$4.89M	Hold	66,000	–	–	3.46%	13
2016 Q4	$4.47M	Sell	66,000 -7,000	-10%	-$469K	3.35%	21
2016 Q3	$4.85M	Hold	73,000	–	–	3.55%	8
2016 Q2	$4.87M	Hold	73,000	–	–	3.3%	6
2016 Q1	$4.43M	Hold	73,000	–	–	2.8%	15
2015 Q4	$4.05M	Buy	+73,000	New	+$4.02M	2.4%	22

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MU Investments Company's MRSH Position: Q3 2023 in Review

MU Investments Company reduced its Marsh (MRSH) stake by 1.1% in Q3 2023, selling an estimated $38.3K and leaving 18,110 shares worth $3.5M. The position accounts for 4.69% of the portfolio, ranked #9.

MU Investments Company first reported a position in MRSH in Q4 2015 and has held it in 32 quarters since. The position peaked at $6.71M in Q3 2019. 1,290 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

MU Investments Company held 18,110 shares of Marsh worth $3.5M as of Q3 2023.
MU Investments Company sold 200 Marsh shares in Q3 2023, an estimated $38.3K.
Marsh made up 4.69% of MU Investments Company's portfolio in Q3 2023, its #9 holding.
MU Investments Company first reported a position in Marsh in Q4 2015 and has held it in 32 quarters since.
MU Investments Company's Marsh position peaked at $6.71M in Q3 2019.
1,290 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on MU Investments Company's 13F filing for Q3 2023, filed 7 Nov 2023.