SWM
MRSH

Selective Wealth Management’s Marsh MRSH Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-7
Closed -$1K – 486
2022
Q3 		$1K Buy
+7
New +$1.12K ﹤0.01% 732

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Selective Wealth Management's MRSH Position: Q4 2022 in Review

Selective Wealth Management sold out of Marsh (MRSH) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in MRSH in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Selective Wealth Management reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 7 Marsh shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Marsh in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Marsh position peaked at $1K in Q3 2022.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.