SIC
MRSH

Sterling Investment Counsel’s Marsh MRSH Stock Holding History

Sterling Investment Counsel’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
Q3 		– Sell
-3,373
Closed -$634K – 158
2023
Q2 		$634K Buy
+3,373
New +$599K 0.34% 53

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sterling Investment Counsel's MRSH Position: Q3 2023 in Review

Sterling Investment Counsel sold out of Marsh (MRSH) in Q3 2023, closing a stake of 3,373 shares — an estimated $634K sold.

Sterling Investment Counsel first reported a position in MRSH in Q2 2023 and held it in 1 quarter. The position peaked at $634K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Sterling Investment Counsel reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Sterling Investment Counsel sold 3,373 Marsh shares in Q3 2023, an estimated $634K.
  • Sterling Investment Counsel first reported a position in Marsh in Q2 2023 and held it in 1 quarter.
  • Sterling Investment Counsel's Marsh position peaked at $634K in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Sterling Investment Counsel's 13F filing for Q3 2023, filed 19 Oct 2023.