SIC
MRSH

Samalin Investment Counsel’s Marsh MRSH Stock Holding History

Samalin Investment Counsel’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
-1,942
Closed -$338K – 255
2021
Q4 		$338K Buy
1,942
+76
+4% +$12.6K 0.2% 156
2021
Q3 		$283K Buy
1,866
+1
+0.1% +$151 0.18% 174
2021
Q2 		$262K Buy
1,865
+62
+3% +$8.31K 0.17% 188
2021
Q1 		$219K Buy
+1,803
New +$208K 0.15% 207
2020
Q1 		– Sell
-1,737
Closed -$193K – 380
2019
Q4 		$193K Buy
+1,737
New +$181K 0.16% 156

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 $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Samalin Investment Counsel's MRSH Position: Q1 2022 in Review

Samalin Investment Counsel sold out of Marsh (MRSH) in Q1 2022, closing a stake of 1,942 shares — an estimated $338K sold.

Samalin Investment Counsel first reported a position in MRSH in Q4 2019 and held it in 5 quarters. The position peaked at $338K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Samalin Investment Counsel reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,942 Marsh shares in Q1 2022, an estimated $338K.
  • Samalin Investment Counsel first reported a position in Marsh in Q4 2019 and held it in 5 quarters.
  • Samalin Investment Counsel's Marsh position peaked at $338K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Samalin Investment Counsel's 13F filing for Q1 2022, filed 16 May 2022.