Rebalance’s Marsh MRSH Stock Holding History

Rebalance’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 Q1	–	Sell	-76	Closed	-$12.6K	–	108
2022 Q4	$12.6K	Buy	+76	New	+$12.4K	﹤0.01%	124

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 $3.37T AUM 44.26% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rebalance's MRSH Position: Q1 2023 in Review

Rebalance sold out of Marsh (MRSH) in Q1 2023, closing a stake of 76 shares — an estimated $12.6K sold.

Rebalance first reported a position in MRSH in Q4 2022 and held it in 1 quarter. The position peaked at $12.6K in Q4 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Rebalance reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
Rebalance sold 76 Marsh shares in Q1 2023, an estimated $12.6K.
Rebalance first reported a position in Marsh in Q4 2022 and held it in 1 quarter.
Rebalance's Marsh position peaked at $12.6K in Q4 2022.
1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.