PCG
MRSH

Private Capital Group’s Marsh MRSH Stock Holding History

Private Capital 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
Q2 		$135K Sell
867
-274
-24% -$43.9K 0.1% 200
2022
Q1 		$195K Buy
1,141
+10
+0.9% +$1.58K 0.04% 233
2021
Q4 		$197K Buy
1,131
+11
+1% +$1.83K 0.04% 237
2021
Q3 		$170K Hold
1,120
– – 0.04% 265
2021
Q2 		$158K Sell
1,120
-18
-2% -$2.41K 0.04% 273
2021
Q1 		$139K Sell
1,138
-1,404
-55% -$162K 0.03% 290
2020
Q4 		$297K Sell
2,542
-8
-0.3% -$909 0.05% 235
2020
Q3 		$292K Sell
2,550
-52
-2% -$5.96K 0.06% 219
2020
Q2 		$279K Buy
2,602
+14
+0.5% +$1.42K 0.06% 221
2020
Q1 		$224K Buy
2,588
+375
+17% +$40K 0.06% 227
2019
Q4 		$246K Sell
2,213
-815
-27% -$85.1K 0.05% 230
2019
Q3 		$303K Buy
3,028
+810
+37% +$81K 0.05% 203
2019
Q2 		$182K Sell
2,218
-790
-26% -$75.6K 0.04% 243
2019
Q1 		$282K Buy
3,008
+781
+35% +$69.1K 0.05% 209
2018
Q4 		$178K Sell
2,227
-5
-0.2% -$417 0.04% 251
2018
Q3 		$184K Sell
2,232
-34
-2% -$2.88K 0.04% 265
2018
Q2 		$185K Sell
2,266
-205
-8% -$16.7K 0.04% 259
2018
Q1 		$204K Buy
2,471
+150
+6% +$12.4K 0.05% 236
2017
Q4 		$189K Buy
+2,321
New +$193K 0.04% 243

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Private Capital Group's MRSH Position: Q2 2022 in Review

Private Capital Group reduced its Marsh (MRSH) stake by 24% in Q2 2022, selling an estimated $43.9K and leaving 867 shares worth $135K. The position accounts for 0.1% of the portfolio, ranked #200.

Private Capital Group first reported a position in MRSH in Q4 2017 and has held it in 19 quarters since. The position peaked at $303K in Q3 2019. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

  • Private Capital Group held 867 shares of Marsh worth $135K as of Q2 2022.
  • Private Capital Group sold 274 Marsh shares in Q2 2022, an estimated $43.9K.
  • Marsh made up 0.1% of Private Capital Group's portfolio in Q2 2022, its #200 holding.
  • Private Capital Group first reported a position in Marsh in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Marsh position peaked at $303K in Q3 2019.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.