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Standard Family Office’s Marsh MRSH Stock Holding History

Standard Family Office’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
-36
Closed -$5K – 276
2022
Q3 		$5K Buy
+36
New +$5.78K ﹤0.01% 309
2021
Q3 		– Sell
-21
Closed -$3K – 352
2021
Q2 		$3K Hold
21
– – ﹤0.01% 311
2021
Q1 		$3K Hold
21
– – ﹤0.01% 363
2020
Q4 		$2K Buy
+21
New +$2.39K ﹤0.01% 457

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

Standard Family Office's MRSH Position: Q4 2022 in Review

Standard Family Office sold out of Marsh (MRSH) in Q4 2022, closing a stake of 36 shares — an estimated $5K sold.

Standard Family Office first reported a position in MRSH in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Standard Family Office reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 36 Marsh shares in Q4 2022, an estimated $5K.
  • Standard Family Office first reported a position in Marsh in Q4 2020 and held it in 4 quarters.
  • Standard Family Office's Marsh position peaked at $5K in Q3 2022.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.