TAIM
MRSH

TD Ameritrade Investment Management’s Marsh MRSH Stock Holding History

TD Ameritrade Investment Management’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
-639
Closed -$120K – 300
2023
Q2 		$120K Sell
639
-36
-5% -$6.39K ﹤0.01% 201
2023
Q1 		$112K Sell
675
-167
-20% -$27.8K ﹤0.01% 215
2022
Q4 		$139K Sell
842
-259
-24% -$42.4K ﹤0.01% 211
2022
Q3 		$164K Sell
1,101
-107
-9% -$17.2K ﹤0.01% 223
2022
Q2 		$188K Sell
1,208
-182
-13% -$29.2K ﹤0.01% 223
2022
Q1 		$237K Sell
1,390
-93
-6% -$14.7K ﹤0.01% 232
2021
Q4 		$258K Buy
1,483
+749
+102% +$124K ﹤0.01% 227
2021
Q3 		$84K Sell
734
-268
-27% -$40.5K ﹤0.01% 276
2021
Q2 		$141K Buy
1,002
+264
+36% +$35.4K ﹤0.01% 258
2021
Q1 		$86K Hold
738
– – ﹤0.01% 284
2020
Q4 		$86K Buy
738
+4
+0.5% +$454 ﹤0.01% 284
2020
Q3 		$84K Buy
734
+60
+9% +$6.88K ﹤0.01% 276
2020
Q2 		$72K Buy
674
+71
+12% +$7.19K ﹤0.01% 271
2020
Q1 		$52K Sell
603
-10
-2% -$1.07K ﹤0.01% 289
2019
Q4 		$68K Buy
613
+245
+67% +$25.6K ﹤0.01% 285
2019
Q3 		$37K Buy
368
+289
+366% +$28.9K ﹤0.01% 321
2019
Q2 		$8K Buy
+79
New +$7.56K ﹤0.01% 433

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

TD Ameritrade Investment Management's MRSH Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Marsh (MRSH) in Q3 2023, closing a stake of 639 shares — an estimated $120K sold.

TD Ameritrade Investment Management first reported a position in MRSH in Q2 2019 and held it in 17 quarters. The position peaked at $258K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 639 Marsh shares in Q3 2023, an estimated $120K.
  • TD Ameritrade Investment Management first reported a position in Marsh in Q2 2019 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Marsh position peaked at $258K in Q4 2021.
  • 1,290 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.