SFG
MRSH

Steward Financial Group’s Marsh MRSH Stock Holding History

Steward Financial 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
Q3 		$19K Buy
102
+25
+32% +$4.79K 0.01% 259
2023
Q2 		$14K Buy
+77
New +$13.7K ﹤0.01% 302
2022
Q3 		– Sell
-45
Closed -$6K – 832
2022
Q2 		$6K Buy
45
+26
+137% +$4.17K 0.01% 305
2022
Q1 		$3K Hold
19
– – ﹤0.01% 267
2021
Q4 		$3K Buy
+19
New +$3.16K ﹤0.01% 209

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

Steward Financial Group's MRSH Position: Q3 2023 in Review

Steward Financial Group increased its Marsh (MRSH) stake by 32% in Q3 2023, buying an estimated $4.79K and bringing the position to 102 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #259.

Steward Financial Group first reported a position in MRSH in Q4 2021 and has held it in 5 quarters since. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Steward Financial Group held 102 shares of Marsh worth $19K as of Q3 2023.
  • Steward Financial Group bought 25 Marsh shares in Q3 2023, an estimated $4.79K.
  • Marsh made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #259 holding.
  • Steward Financial Group first reported a position in Marsh in Q4 2021 and has held it in 5 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.