PCA
MRSH

Personal Capital Advisors’s Marsh MRSH Stock Holding History

Personal Capital Advisors’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 		$539K Sell
3,257
-338
-9% -$55.3K ﹤0.01% 292
2022
Q3 		$537K Sell
3,595
-23
-0.6% -$3.69K ﹤0.01% 279
2022
Q2 		$562K Buy
3,618
+56
+2% +$8.97K ﹤0.01% 270
2022
Q1 		$607K Sell
3,562
-309
-8% -$48.7K ﹤0.01% 290
2021
Q4 		$672K Buy
3,871
+472
+14% +$78.4K ﹤0.01% 290
2021
Q3 		$515K Buy
3,399
+46
+1% +$6.96K ﹤0.01% 307
2021
Q2 		$472K Buy
3,353
+878
+35% +$118K ﹤0.01% 317
2021
Q1 		$301K Sell
2,475
-429
-15% -$49.4K ﹤0.01% 384
2020
Q4 		$340K Buy
2,904
+1,125
+63% +$128K ﹤0.01% 361
2020
Q3 		$204K Sell
1,779
-143
-7% -$16.4K ﹤0.01% 398
2020
Q2 		$206K Buy
+1,922
New +$195K ﹤0.01% 345
2020
Q1 		– Sell
-2,272
Closed -$253K – 385
2019
Q4 		$253K Sell
2,272
-43
-2% -$4.49K ﹤0.01% 355
2019
Q3 		$231K Buy
2,315
+103
+5% +$10.3K ﹤0.01% 328
2019
Q2 		$221K Buy
+2,212
New +$212K ﹤0.01% 302

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
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

Personal Capital Advisors's MRSH Position: Q4 2022 in Review

Personal Capital Advisors reduced its Marsh (MRSH) stake by 9.4% in Q4 2022, selling an estimated $55.3K and leaving 3,257 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Personal Capital Advisors first reported a position in MRSH in Q2 2019 and has held it in 14 quarters since. The position peaked at $672K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Personal Capital Advisors held 3,257 shares of Marsh worth $539K as of Q4 2022.
  • Personal Capital Advisors sold 338 Marsh shares in Q4 2022, an estimated $55.3K.
  • Marsh made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #292 holding.
  • Personal Capital Advisors first reported a position in Marsh in Q2 2019 and has held it in 14 quarters since.
  • Personal Capital Advisors's Marsh position peaked at $672K in Q4 2021.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.