PP
MRSH

Palladium Partners’s Marsh MRSH Stock Holding History

Palladium Partners’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 		$314K Sell
1,845
-21
-1% -$3.31K 0.01% 281
2021
Q4 		$324K Sell
1,866
-25
-1% -$4.15K 0.01% 284
2021
Q3 		$286K Buy
+1,891
New +$286K 0.01% 254
2014
Q2 		– Sell
-300
Closed -$15K – 379
2014
Q1 		$15K Buy
+300
New +$14.4K ﹤0.01% 454
2013
Q4 		– Sell
-442
Closed -$19K – 384
2013
Q3 		$19K Hold
442
– – ﹤0.01% 429
2013
Q2 		$18K Buy
+442
New +$17.3K ﹤0.01% 438

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

Palladium Partners's MRSH Position: Q1 2022 in Review

Palladium Partners reduced its Marsh (MRSH) stake by 1.1% in Q1 2022, selling an estimated $3.31K and leaving 1,845 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #281.

Palladium Partners first reported a position in MRSH in Q2 2013 and has held it in 6 quarters since. The position peaked at $324K in Q4 2021. 1,149 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Palladium Partners held 1,845 shares of Marsh worth $314K as of Q1 2022.
  • Palladium Partners sold 21 Marsh shares in Q1 2022, an estimated $3.31K.
  • Marsh made up 0.01% of Palladium Partners's portfolio in Q1 2022, its #281 holding.
  • Palladium Partners first reported a position in Marsh in Q2 2013 and has held it in 6 quarters since.
  • Palladium Partners's Marsh position peaked at $324K in Q4 2021.
  • 1,149 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.