TPI Fund Managers’s Marsh MRSH Stock Holding History

TPI Fund Managers’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 Q2	$22.3M	Sell	143,838 -3,569	-2%	-$572K	3.74%	7
2022 Q1	$25.1M	Buy	147,407 +7,071	+5%	+$1.11M	3.23%	10
2021 Q4	$24.4M	Hold	140,336	–	–	3%	11
2021 Q3	$21.3M	Buy	140,336 +851	+0.6%	+$129K	2.87%	15
2021 Q2	$19.6M	Buy	139,485 +1,855	+1%	+$249K	2.71%	16
2021 Q1	$16.8M	Buy	137,630 +2,643	+2%	+$304K	2.62%	18
2020 Q4	$15.8M	Buy	134,987 +10,656	+9%	+$1.21M	2.7%	15
2020 Q3	$14.3M	Buy	124,331 +2,138	+2%	+$245K	3.04%	13
2020 Q2	$13.1M	Buy	122,193 +12,357	+11%	+$1.25M	3.04%	14
2020 Q1	$9.5M	Buy	109,836 +653	+0.6%	+$69.6K	2.88%	14
2019 Q4	$12.2M	Buy	109,183 +8,604	+9%	+$899K	2.93%	14
2019 Q3	$10.1M	Buy	100,579 +4,519	+5%	+$452K	2.86%	14
2019 Q2	$9.58M	Buy	+96,060	New	+$9.19M	2.93%	15

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TPI Fund Managers's MRSH Position: Q2 2022 in Review

TPI Fund Managers reduced its Marsh (MRSH) stake by 2.4% in Q2 2022, selling an estimated $572K and leaving 143,838 shares worth $22.3M. The position accounts for 3.74% of the portfolio, ranked #7.

TPI Fund Managers first reported a position in MRSH in Q2 2019 and has held it in 13 quarters since. The position peaked at $25.1M in Q1 2022. 1,148 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

TPI Fund Managers held 143,838 shares of Marsh worth $22.3M as of Q2 2022.
TPI Fund Managers sold 3,569 Marsh shares in Q2 2022, an estimated $572K.
Marsh made up 3.74% of TPI Fund Managers's portfolio in Q2 2022, its #7 holding.
TPI Fund Managers first reported a position in Marsh in Q2 2019 and has held it in 13 quarters since.
TPI Fund Managers's Marsh position peaked at $25.1M in Q1 2022.
1,148 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on TPI Fund Managers's 13F filing for Q2 2022, filed 8 Aug 2022.