PCIG
MRSH

Partners Capital Investment Group’s Marsh MRSH Stock Holding History

Partners Capital Investment Group’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
2024
Q1 		– Sell
-1,315
Closed -$249K – 211
2023
Q4 		$249K Buy
+1,315
New +$254K 0.01% 245

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Partners Capital Investment Group's MRSH Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Marsh (MRSH) in Q1 2024, closing a stake of 1,315 shares — an estimated $249K sold.

Partners Capital Investment Group first reported a position in MRSH in Q4 2023 and held it in 1 quarter. The position peaked at $249K in Q4 2023. 1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 1,315 Marsh shares in Q1 2024, an estimated $249K.
  • Partners Capital Investment Group first reported a position in Marsh in Q4 2023 and held it in 1 quarter.
  • Partners Capital Investment Group's Marsh position peaked at $249K in Q4 2023.
  • 1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.