TFP
MRSH

Tilia Fiduciary Partners’s Marsh MRSH Stock Holding History

Tilia Fiduciary Partners’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
-184
Closed -$34.6K – 321
2023
Q2 		$34.6K Hold
184
– – 0.03% 253
2023
Q1 		$30.6K Hold
184
– – 0.03% 257
2022
Q4 		$30.4K Hold
184
– – 0.03% 246
2022
Q3 		$28K Hold
184
– – 0.03% 252
2022
Q2 		$28K Hold
184
– – 0.03% 262
2022
Q1 		$31K Hold
184
– – 0.03% 264
2021
Q4 		$32K Buy
+184
New +$30.6K 0.03% 268

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 $315B AUM 27.84% 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

Tilia Fiduciary Partners's MRSH Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Marsh (MRSH) in Q3 2023, closing a stake of 184 shares — an estimated $34.6K sold.

Tilia Fiduciary Partners first reported a position in MRSH in Q4 2021 and held it in 7 quarters. The position peaked at $34.6K in Q2 2023. 1,290 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 184 Marsh shares in Q3 2023, an estimated $34.6K.
  • Tilia Fiduciary Partners first reported a position in Marsh in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Marsh position peaked at $34.6K in Q2 2023.
  • 1,290 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.