Toews Corporation’s Marsh MRSH Stock Holding History

Toews Corporation’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	–	Sell	-4,000	Closed	-$761K	–	79
2023 Q3	$761K	Buy	+4,000	New	+$767K	0.46%	75
2023 Q1	–	Sell	-4,700	Closed	-$778K	–	90
2022 Q4	$778K	Sell	4,700 -2,500	-35%	-$409K	0.38%	52
2022 Q3	$1.07M	Sell	7,200 -200	-3%	-$32.1K	0.79%	57
2022 Q2	$1.15M	Buy	7,400 +5,000	+208%	+$801K	0.77%	71
2022 Q1	$409K	Buy	+2,400	New	+$378K	0.07%	43
2021 Q4	–	Sell	-2,700	Closed	-$409K	–	85
2021 Q3	$409K	Buy	+2,700	New	+$408K	0.05%	62
2021 Q2	–	Sell	-7,900	Closed	-$962K	–	81
2021 Q1	$962K	Buy	+7,900	New	+$910K	0.08%	26
2020 Q4	–	Sell	-8,600	Closed	-$986K	–	84
2020 Q3	$986K	Buy	+8,600	New	+$985K	0.3%	74
2020 Q2	–	Sell	-9,100	Closed	-$787K	–	75
2020 Q1	$787K	Buy	+9,100	New	+$970K	0.72%	59
2019 Q1	–	Sell	-12,800	Closed	-$1.02M	–	73
2018 Q4	$1.02M	Buy	+12,800	New	+$1.07M	0.44%	46
2018 Q3	–	Sell	-4,900	Closed	-$402K	–	71
2018 Q2	$402K	Sell	4,900 -6,100	-55%	-$498K	0.1%	38
2018 Q1	$908K	Buy	+11,000	New	+$911K	0.29%	53
2016 Q3	–	Sell	-8,500	Closed	-$582K	–	66
2016 Q2	$582K	Buy	+8,500	New	+$546K	0.25%	30

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Toews Corporation's MRSH Position: Q4 2023 in Review

Toews Corporation sold out of Marsh (MRSH) in Q4 2023, closing a stake of 4,000 shares — an estimated $761K sold.

Toews Corporation first reported a position in MRSH in Q2 2016 and held it in 13 quarters. The position peaked at $1.15M in Q2 2022. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Toews Corporation reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
Toews Corporation sold 4,000 Marsh shares in Q4 2023, an estimated $761K.
Toews Corporation first reported a position in Marsh in Q2 2016 and held it in 13 quarters.
Toews Corporation's Marsh position peaked at $1.15M in Q2 2022.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Toews Corporation's 13F filing for Q4 2023, filed 17 Jan 2024.