RIM
MRSH

Redwood Investment Management’s Marsh MRSH Stock Holding History

Redwood Investment Management’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 		– Sell
-1,321
Closed -$251K – 373
2023
Q3 		$251K Buy
+1,321
New +$253K 0.02% 313
2022
Q4 		– Sell
-1,396
Closed -$208K – 280
2022
Q3 		$208K Buy
+1,396
New +$224K 0.04% 197
2021
Q3 		– Sell
-2,599
Closed -$366K – 291
2021
Q2 		$366K Sell
2,599
-4,746
-65% -$636K 0.06% 221
2021
Q1 		$891K Buy
+7,345
New +$846K 0.17% 155

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Redwood Investment Management's MRSH Position: Q4 2023 in Review

Redwood Investment Management sold out of Marsh (MRSH) in Q4 2023, closing a stake of 1,321 shares — an estimated $251K sold.

Redwood Investment Management first reported a position in MRSH in Q1 2021 and held it in 4 quarters. The position peaked at $891K in Q1 2021. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Redwood Investment Management reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Redwood Investment Management sold 1,321 Marsh shares in Q4 2023, an estimated $251K.
  • Redwood Investment Management first reported a position in Marsh in Q1 2021 and held it in 4 quarters.
  • Redwood Investment Management's Marsh position peaked at $891K in Q1 2021.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Redwood Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.