Safeguard Financial’s Marsh MRSH Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-6	Closed	-$1K	–	366
2023 Q2	$1K	Buy	+6	New	+$1.06K	﹤0.01%	551

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Safeguard Financial's MRSH Position: Q3 2023 in Review

Safeguard Financial sold out of Marsh (MRSH) in Q3 2023, closing a stake of 6 shares — an estimated $1K sold.

Safeguard Financial first reported a position in MRSH in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

Safeguard Financial reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 6 Marsh shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Marsh in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Marsh position peaked at $1K in Q2 2023.
1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.