PFS Investments’s Marsh MRSH Stock Holding History

PFS Investments’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
2023 Q2	$1.2M	Buy	6,403 +1,089	+20%	+$193K	0.02%	361
2023 Q1	$900K	Buy	5,314 +1,413	+36%	+$235K	0.02%	367
2022 Q4	$646K	Buy	3,901 +2,103	+117%	+$344K	0.01%	360
2022 Q3	$268K	Buy	1,798 +164	+10%	+$26.3K	﹤0.01%	383
2022 Q2	$254K	Buy	+1,634	New	+$262K	0.01%	389

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFS Investments's MRSH Position: Q2 2023 in Review

PFS Investments increased its Marsh (MRSH) stake by 20% in Q2 2023, buying an estimated $193K and bringing the position to 6,403 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #361.

PFS Investments first reported a position in MRSH in Q2 2022 and has held it in 5 quarters since. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

PFS Investments held 6,403 shares of Marsh worth $1.2M as of Q2 2023.
PFS Investments bought 1,089 Marsh shares in Q2 2023, an estimated $193K.
Marsh made up 0.02% of PFS Investments's portfolio in Q2 2023, its #361 holding.
PFS Investments first reported a position in Marsh in Q2 2022 and has held it in 5 quarters since.
1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.