TI
MRSH

tru Independence’s Marsh MRSH Stock Holding History

tru Independence’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
2021
Q3 		– Sell
-522
Closed -$73K – 284
2021
Q2 		$73K Sell
522
-1,387
-73% -$186K 0.02% 162
2021
Q1 		$232K Sell
1,909
-344
-15% -$39.6K 0.04% 228
2020
Q4 		$264 Buy
2,253
+806
+56% +$91.6K ﹤0.01% 412
2020
Q3 		$166K Buy
1,447
+1,036
+252% +$119K 0.05% 170
2020
Q2 		$44K Hold
411
– – 0.01% 393
2020
Q1 		$35K Hold
411
– – 0.01% 332
2019
Q4 		$35K Buy
+411
New +$42.9K 0.01% 415

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

tru Independence's MRSH Position: Q3 2021 in Review

tru Independence sold out of Marsh (MRSH) in Q3 2021, closing a stake of 522 shares — an estimated $73K sold.

tru Independence first reported a position in MRSH in Q4 2019 and held it in 7 quarters. The position peaked at $232K in Q1 2021. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

  • tru Independence reported no remaining Marsh position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 522 Marsh shares in Q3 2021, an estimated $73K.
  • tru Independence first reported a position in Marsh in Q4 2019 and held it in 7 quarters.
  • tru Independence's Marsh position peaked at $232K in Q1 2021.
  • 1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.