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OPSEU Pension Plan Trust Fund’s Marsh MRSH Stock Holding History

OPSEU Pension Plan Trust Fund’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
Q4 		– Sell
-2,924
Closed -$450K – 176
2022
Q3 		$450K Buy
2,924
+63
+2% +$10.1K 0.12% 247
2022
Q2 		$440K Buy
+2,861
New +$458K 0.11% 255
2020
Q2 		– Sell
-9,097
Closed -$768K – 341
2020
Q1 		$768K Buy
+9,097
New +$970K 0.3% 137

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OPSEU Pension Plan Trust Fund's MRSH Position: Q4 2022 in Review

OPSEU Pension Plan Trust Fund sold out of Marsh (MRSH) in Q4 2022, closing a stake of 2,924 shares — an estimated $450K sold.

OPSEU Pension Plan Trust Fund first reported a position in MRSH in Q1 2020 and held it in 3 quarters. The position peaked at $768K in Q1 2020. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • OPSEU Pension Plan Trust Fund reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • OPSEU Pension Plan Trust Fund sold 2,924 Marsh shares in Q4 2022, an estimated $450K.
  • OPSEU Pension Plan Trust Fund first reported a position in Marsh in Q1 2020 and held it in 3 quarters.
  • OPSEU Pension Plan Trust Fund's Marsh position peaked at $768K in Q1 2020.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on OPSEU Pension Plan Trust Fund's 13F filing for Q4 2022, filed 9 Feb 2023.