SBIA
MRSH

Sheaff Brock Investment Advisors’s Marsh MRSH Stock Holding History

Sheaff Brock Investment Advisors’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
-3,673
Closed -$612K – 517
2023
Q1 		$612K Buy
+3,673
New +$612K 0.06% 231

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's MRSH Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of Marsh (MRSH) in Q2 2023, closing a stake of 3,673 shares — an estimated $612K sold.

Sheaff Brock Investment Advisors first reported a position in MRSH in Q1 2023 and held it in 1 quarter. The position peaked at $612K in Q1 2023. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Sheaff Brock Investment Advisors reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,673 Marsh shares in Q2 2023, an estimated $612K.
  • Sheaff Brock Investment Advisors first reported a position in Marsh in Q1 2023 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Marsh position peaked at $612K in Q1 2023.
  • 1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.