PG
MRSH

Pendal Group’s Marsh MRSH Stock Holding History

Pendal 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
2022
Q4 		$362K Buy
+2,188
New +$358K ﹤0.01% 413
2022
Q1 		– Sell
-22,999
Closed -$4M – 543
2021
Q4 		$4M Buy
+22,999
New +$3.82M 0.03% 163
2021
Q3 		– Sell
-2,404
Closed -$338K – 624
2021
Q2 		$338K Buy
+2,404
New +$322K ﹤0.01% 465
2021
Q1 		– Sell
-10,485
Closed -$1.23M – 579
2020
Q4 		$1.23M Buy
+10,485
New +$1.19M 0.01% 269

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
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

Pendal Group's MRSH Position: Q4 2022 in Review

Pendal Group opened a new position in Marsh (MRSH) in Q4 2022: 2,188 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Pendal Group previously reported a position in MRSH as recently as Q4 2021.

Pendal Group first reported a position in MRSH in Q4 2020 and has held it in 4 quarters since. The position peaked at $4M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Pendal Group held 2,188 shares of Marsh worth $362K as of Q4 2022.
  • Marsh was a new Pendal Group position in Q4 2022.
  • Marsh made up ﹤0.01% of Pendal Group's portfolio in Q4 2022, its #413 holding.
  • Pendal Group first reported a position in Marsh in Q4 2020 and has held it in 4 quarters since.
  • Pendal Group's Marsh position peaked at $4M in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.