SC
MRSH

Schubert & Co’s Marsh MRSH Stock Holding History

Schubert & 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
Q2 		– Sell
-51
Closed -$8.49K – 928
2023
Q1 		$8.49K Buy
51
+2
+4% +$333 0.01% 255
2022
Q4 		$8.11K Sell
49
-8
-14% -$1.31K 0.01% 264
2022
Q3 		$9K Buy
57
+13
+30% +$2.09K 0.01% 213
2022
Q2 		$7K Buy
44
+22
+100% +$3.53K 0.01% 249
2022
Q1 		$4K Buy
22
+3
+16% +$473 ﹤0.01% 215
2021
Q4 		$3K Buy
+19
New +$3.16K ﹤0.01% 238

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

Schubert & Co's MRSH Position: Q2 2023 in Review

Schubert & Co sold out of Marsh (MRSH) in Q2 2023, closing a stake of 51 shares — an estimated $8.49K sold.

Schubert & Co first reported a position in MRSH in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q3 2022. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Schubert & Co reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 51 Marsh shares in Q2 2023, an estimated $8.49K.
  • Schubert & Co first reported a position in Marsh in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Marsh position peaked at $9K in Q3 2022.
  • 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.