NC
MRSH

NBW Capital’s Marsh MRSH Stock Holding History

NBW Capital’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 		– Sell
-22,765
Closed -$3.96M – 91
2021
Q4 		$3.96M Sell
22,765
-414
-2% -$68.8K 0.88% 52
2021
Q3 		$3.51M Sell
23,179
-22,519
-49% -$3.41M 0.85% 56
2021
Q2 		$6.43M Buy
45,698
+147
+0.3% +$19.7K 1.57% 20
2021
Q1 		$5.55M Buy
45,551
+2,553
+6% +$294K 1.53% 23
2020
Q4 		$5.03M Buy
42,998
+79
+0.2% +$8.98K 1.53% 24
2020
Q3 		$4.92M Buy
42,919
+61
+0.1% +$6.99K 1.64% 21
2020
Q2 		$4.6M Buy
42,858
+115
+0.3% +$11.6K 1.65% 24
2020
Q1 		$3.7M Sell
42,743
-1,391
-3% -$148K 1.76% 20
2019
Q4 		$4.92M Sell
44,134
-1,622
-4% -$169K 1.4% 27
2019
Q3 		$4.58M Sell
45,756
-1,512
-3% -$151K 1.36% 31
2019
Q2 		$4.71M Buy
47,268
+445
+1% +$42.6K 1.3% 36
2019
Q1 		$4.4M Sell
46,823
-387
-0.8% -$34.2K 1.2% 38
2018
Q4 		$3.77M Buy
47,210
+371
+0.8% +$30.9K 1.34% 34
2018
Q3 		$3.88M Sell
46,839
-47
-0.1% -$3.98K 1.04% 45
2018
Q2 		$3.84M Buy
46,886
+4,378
+10% +$357K 1.1% 38
2018
Q1 		$3.51M Sell
42,508
-91
-0.2% -$7.54K 1.1% 36
2017
Q4 		$3.47M Buy
+42,599
New +$3.54M 0.91% 48

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

NBW Capital's MRSH Position: Q1 2022 in Review

NBW Capital sold out of Marsh (MRSH) in Q1 2022, closing a stake of 22,765 shares — an estimated $3.96M sold.

NBW Capital first reported a position in MRSH in Q4 2017 and held it in 17 quarters. The position peaked at $6.43M in Q2 2021. 1,149 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • NBW Capital reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • NBW Capital sold 22,765 Marsh shares in Q1 2022, an estimated $3.96M.
  • NBW Capital first reported a position in Marsh in Q4 2017 and held it in 17 quarters.
  • NBW Capital's Marsh position peaked at $6.43M in Q2 2021.
  • 1,149 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on NBW Capital's 13F filing for Q1 2022, filed 4 May 2022.