RPCONE
MRSH

Retirement Planning Company of New England’s Marsh MRSH Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-21
Closed -$3K – 623
2021
Q4 		$3K Buy
+21
New +$3.49K ﹤0.01% 821

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Retirement Planning Company of New England's MRSH Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Marsh (MRSH) in Q1 2022, closing a stake of 21 shares — an estimated $3K sold.

Retirement Planning Company of New England first reported a position in MRSH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 1,150 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 21 Marsh shares in Q1 2022, an estimated $3K.
  • Retirement Planning Company of New England first reported a position in Marsh in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Marsh position peaked at $3K in Q4 2021.
  • 1,150 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.