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Strategic Global Advisors’s Marsh MRSH Stock Holding History

Strategic Global Advisors’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
Q3 		– Sell
-24,070
Closed -$3.74M – 150
2022
Q2 		$3.74M Buy
24,070
+2,547
+12% +$408K 0.57% 67
2022
Q1 		$3.67M Buy
21,523
+922
+4% +$145K 0.54% 69
2021
Q4 		$3.58M Buy
+20,601
New +$3.42M 0.46% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Strategic Global Advisors's MRSH Position: Q3 2022 in Review

Strategic Global Advisors sold out of Marsh (MRSH) in Q3 2022, closing a stake of 24,070 shares — an estimated $3.74M sold.

Strategic Global Advisors first reported a position in MRSH in Q4 2021 and held it in 3 quarters. The position peaked at $3.74M in Q2 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Strategic Global Advisors reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Strategic Global Advisors sold 24,070 Marsh shares in Q3 2022, an estimated $3.74M.
  • Strategic Global Advisors first reported a position in Marsh in Q4 2021 and held it in 3 quarters.
  • Strategic Global Advisors's Marsh position peaked at $3.74M in Q2 2022.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Strategic Global Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.