PWMG
MRSH

Provence Wealth Management Group’s Marsh MRSH Stock Holding History

Provence Wealth Management 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
2023
Q4 		$343K Buy
1,809
+225
+14% +$43.5K 0.18% 112
2023
Q3 		$301K Buy
1,584
+275
+21% +$52.7K 0.18% 104
2023
Q2 		$246K Buy
+1,309
New +$232K 0.14% 131

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Provence Wealth Management Group's MRSH Position: Q4 2023 in Review

Provence Wealth Management Group increased its Marsh (MRSH) stake by 14% in Q4 2023, buying an estimated $43.5K and bringing the position to 1,809 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #112.

Provence Wealth Management Group first reported a position in MRSH in Q2 2023 and has held it in 3 quarters since. 1,373 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Provence Wealth Management Group held 1,809 shares of Marsh worth $343K as of Q4 2023.
  • Provence Wealth Management Group bought 225 Marsh shares in Q4 2023, an estimated $43.5K.
  • Marsh made up 0.18% of Provence Wealth Management Group's portfolio in Q4 2023, its #112 holding.
  • Provence Wealth Management Group first reported a position in Marsh in Q2 2023 and has held it in 3 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.