Romano Brothers & Co’s Marsh MRSH Stock Holding History

Romano Brothers & Co’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	-915	Closed	-$151K	–	692
2022 Q4	$151K	Buy	+915	New	+$150K	0.02%	329

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 $3.38T AUM 44.17% 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

Romano Brothers & Co's MRSH Position: Q1 2023 in Review

Romano Brothers & Co sold out of Marsh (MRSH) in Q1 2023, closing a stake of 915 shares — an estimated $151K sold.

Romano Brothers & Co first reported a position in MRSH in Q4 2022 and held it in 1 quarter. The position peaked at $151K in Q4 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Romano Brothers & Co reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 915 Marsh shares in Q1 2023, an estimated $151K.
Romano Brothers & Co first reported a position in Marsh in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Marsh position peaked at $151K in Q4 2022.
1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.