TC
MRSH

Telemus Capital’s Marsh MRSH Stock Holding History

Telemus Capital’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
Q4 		$229K Buy
1,207
+11
+0.9% +$2.13K 0.02% 305
2023
Q3 		$228K Sell
1,196
-223
-16% -$42.7K 0.02% 283
2023
Q2 		$267K Buy
+1,419
New +$252K 0.02% 280
2022
Q1 		– Sell
-1,160
Closed -$202K – 372
2021
Q4 		$202K Buy
+1,160
New +$193K 0.02% 359

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Telemus Capital's MRSH Position: Q4 2023 in Review

Telemus Capital increased its Marsh (MRSH) stake by 0.92% in Q4 2023, buying an estimated $2.13K and bringing the position to 1,207 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #305.

Telemus Capital first reported a position in MRSH in Q4 2021 and has held it in 4 quarters since. The position peaked at $267K in Q2 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Telemus Capital held 1,207 shares of Marsh worth $229K as of Q4 2023.
  • Telemus Capital bought 11 Marsh shares in Q4 2023, an estimated $2.13K.
  • Marsh made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #305 holding.
  • Telemus Capital first reported a position in Marsh in Q4 2021 and has held it in 4 quarters since.
  • Telemus Capital's Marsh position peaked at $267K in Q2 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.