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Spotlight Asset Group’s Marsh MRSH Stock Holding History

Spotlight Asset Group’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
-1,722
Closed -$267K – 254
2023
Q1 		$267K Buy
+1,722
New +$287K 0.27% 63
2022
Q3 		$267K Buy
+1,722
New +$276K 0.27% 63

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 $3.38T AUM 44.17% 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

Spotlight Asset Group's MRSH Position: Q2 2023 in Review

Spotlight Asset Group sold out of Marsh (MRSH) in Q2 2023, closing a stake of 1,722 shares — an estimated $267K sold.

Spotlight Asset Group first reported a position in MRSH in Q3 2022 and held it in 2 quarters. The position peaked at $267K in Q1 2023. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Spotlight Asset Group reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Spotlight Asset Group sold 1,722 Marsh shares in Q2 2023, an estimated $267K.
  • Spotlight Asset Group first reported a position in Marsh in Q3 2022 and held it in 2 quarters.
  • Spotlight Asset Group's Marsh position peaked at $267K in Q1 2023.
  • 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Spotlight Asset Group's 13F filing for Q2 2023, filed 9 Aug 2023.