S
MRSH

Surevest’s Marsh MRSH Stock Holding History

Surevest’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 		$301K Hold
2,014
– – 0.08% 124
2022
Q2 		$313K Hold
2,014
– – 0.08% 123
2022
Q1 		$343K Hold
2,014
– – 0.08% 119
2021
Q4 		$350K Hold
2,014
– – 0.08% 98
2021
Q3 		$305K Buy
2,014
+15
+0.8% +$2.27K 0.08% 96
2021
Q2 		$281K Hold
1,999
– – 0.07% 92
2021
Q1 		$243K Hold
1,999
– – 0.07% 89
2020
Q4 		$234K Hold
1,999
– – 0.08% 83
2020
Q3 		$229K Buy
+1,999
New +$229K 0.09% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Surevest's MRSH Position: Q3 2022 in Review

Surevest held its Marsh (MRSH) position steady in Q3 2022 at 2,014 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #124.

Surevest first reported a position in MRSH in Q3 2020 and has held it in 9 quarters since. The position peaked at $350K in Q4 2021. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Surevest held 2,014 shares of Marsh worth $301K as of Q3 2022.
  • Surevest left its Marsh share count unchanged in Q3 2022.
  • Marsh made up 0.08% of Surevest's portfolio in Q3 2022, its #124 holding.
  • Surevest first reported a position in Marsh in Q3 2020 and has held it in 9 quarters since.
  • Surevest's Marsh position peaked at $350K in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.