PFGIA
MRSH

Patriot Financial Group Insurance Agency’s Marsh MRSH Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-435
Closed -$68K – 1335
2022
Q2 		$68K Buy
435
+10
+2% +$1.6K 0.01% 639
2022
Q1 		$72K Buy
425
+1
+0.2% +$158 0.01% 677
2021
Q4 		$74K Hold
424
– – 0.01% 743
2021
Q3 		$64K Buy
424
+1
+0.2% +$151 0.01% 784
2021
Q2 		$60K Buy
423
+160
+61% +$21.5K 0.01% 783
2021
Q1 		$32K Buy
263
+12
+5% +$1.38K 0.01% 932
2020
Q4 		$29K Sell
251
-20
-7% -$2.27K 0.01% 863
2020
Q3 		$31K Buy
271
+6
+2% +$688 0.01% 664
2020
Q2 		$28K Buy
265
+57
+27% +$5.77K 0.01% 662
2020
Q1 		$18K Buy
+208
New +$22.2K 0.01% 691
2018
Q4 		– Sell
-67
Closed -$6K – 1069
2018
Q3 		$6K Buy
+67
New +$5.68K ﹤0.01% 710
2018
Q2 		– Sell
-23
Closed -$2K – 799
2018
Q1 		$2K Sell
23
-126
-85% -$10.4K ﹤0.01% 875
2017
Q4 		$12K Hold
149
– – 0.01% 558
2017
Q3 		$12K Hold
149
– – 0.01% 516
2017
Q2 		$12K Buy
+149
New +$11.3K 0.01% 494

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MRSH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Marsh (MRSH) in Q3 2022, closing a stake of 435 shares — an estimated $68K sold.

Patriot Financial Group Insurance Agency first reported a position in MRSH in Q2 2017 and held it in 15 quarters. The position peaked at $74K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 435 Marsh shares in Q3 2022, an estimated $68K.
  • Patriot Financial Group Insurance Agency first reported a position in Marsh in Q2 2017 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Marsh position peaked at $74K in Q4 2021.
  • 1,159 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.