SS
MRSH

Simplicity Solutions’s Marsh MRSH Stock Holding History

Simplicity Solutions’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
Q4 		$5.63M Buy
29,698
+273
+0.9% +$52.8K 0.15% 121
2023
Q3 		$5.6M Sell
29,425
-4,063
-12% -$779K 0.18% 109
2023
Q2 		$6.3M Buy
33,488
+5,238
+19% +$930K 0.17% 110
2023
Q1 		$4.71M Buy
28,250
+15,375
+119% +$2.56M 0.12% 151
2022
Q4 		$2.13M Sell
12,875
-458
-3% -$74.9K 0.29% 71
2022
Q3 		$1.99M Buy
13,333
+1,568
+13% +$252K 0.29% 69
2022
Q2 		$1.83M Buy
11,765
+3,286
+39% +$527K 0.24% 100
2022
Q1 		$1.45M Sell
8,479
-7,867
-48% -$1.24M 0.18% 127
2021
Q4 		$2.84M Buy
16,346
+9,630
+143% +$1.6M 0.32% 75
2021
Q3 		$1.02M Buy
6,716
+1,084
+19% +$164K 0.16% 143
2021
Q2 		$792K Buy
5,632
+1,331
+31% +$178K 0.16% 143
2021
Q1 		$524K Buy
4,301
+1,662
+63% +$191K 0.12% 190
2020
Q4 		$309K Buy
2,639
+473
+22% +$53.7K ﹤0.01% 775
2020
Q3 		$248K Sell
2,166
-3,097
-59% -$355K ﹤0.01% 769
2020
Q2 		$565K Buy
+5,263
New +$533K 0.01% 612
2018
Q4 		– Sell
-3,740
Closed -$309K – 731
2018
Q3 		$309K Sell
3,740
-384
-9% -$32.5K 0.02% 368
2018
Q2 		$338K Sell
4,124
-11
-0.3% -$898 0.02% 327
2018
Q1 		$341K Sell
4,135
-443
-10% -$36.7K 0.03% 258
2017
Q4 		$373K Buy
4,578
+374
+9% +$31.1K 0.04% 257
2017
Q3 		$352K Buy
4,204
+253
+6% +$20.1K 0.24% 127
2017
Q2 		$308K Buy
3,951
+530
+15% +$40K 0.04% 312
2017
Q1 		$253K Sell
3,421
-200
-6% -$14.3K 0.04% 325
2016
Q4 		$245K Sell
3,621
-33
-0.9% -$2.21K 0.06% 292
2016
Q3 		$246K Sell
3,654
-274
-7% -$18.4K 0.12% 214
2016
Q2 		$269K Buy
3,928
+46
+1% +$2.95K 0.14% 184
2016
Q1 		$236K Sell
3,882
-156,856
-98% -$8.78M 0.14% 181
2015
Q4 		$8.91M Buy
160,738
+156,068
+3,342% +$8.6M 1.05% 7
2015
Q3 		$244K Buy
4,670
+998
+27% +$55.7K 0.26% 99
2015
Q2 		$208K Buy
+3,672
New +$212K 0.2% 126

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplicity Solutions's MRSH Position: Q4 2023 in Review

Simplicity Solutions increased its Marsh (MRSH) stake by 0.93% in Q4 2023, buying an estimated $52.8K and bringing the position to 29,698 shares worth $5.63M. The position accounts for 0.15% of the portfolio, ranked #121.

Simplicity Solutions first reported a position in MRSH in Q2 2015 and has held it in 29 quarters since. The position peaked at $8.91M in Q4 2015. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Simplicity Solutions held 29,698 shares of Marsh worth $5.63M as of Q4 2023.
  • Simplicity Solutions bought 273 Marsh shares in Q4 2023, an estimated $52.8K.
  • Marsh made up 0.15% of Simplicity Solutions's portfolio in Q4 2023, its #121 holding.
  • Simplicity Solutions first reported a position in Marsh in Q2 2015 and has held it in 29 quarters since.
  • Simplicity Solutions's Marsh position peaked at $8.91M in Q4 2015.
  • 1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.