TrustCore Financial Services’s Marsh MRSH Stock Holding History

TrustCore Financial Services’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 Q4	$562K	Buy	3,395 +67	+2%	+$11K	0.05%	162
2022 Q3	$497K	Buy	3,328 +3,114	+1,455%	+$500K	0.05%	166
2022 Q2	$33K	Hold	214	–	–	﹤0.01%	538
2022 Q1	$36K	Hold	214	–	–	﹤0.01%	539
2021 Q4	$37K	Sell	214 -31	-13%	-$5.15K	﹤0.01%	503
2021 Q3	$37K	Buy	245 +31	+14%	+$4.69K	﹤0.01%	538
2021 Q2	$30K	Buy	+214	New	+$28.7K	﹤0.01%	556
2021 Q1	–	Sell	-95	Closed	-$11K	–	967
2020 Q4	$11K	Buy	+95	New	+$10.8K	﹤0.01%	660
2018 Q4	–	Sell	-337	Closed	-$28K	–	651
2018 Q3	$28K	Buy	337 +1	+0.3%	+$85	0.01%	390
2018 Q2	$28K	Hold	336	–	–	0.01%	383
2018 Q1	$28K	Buy	336 +1	+0.3%	+$83	0.01%	355
2017 Q4	$27K	Buy	+335	New	+$27.8K	0.01%	352

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

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

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

TrustCore Financial Services's MRSH Position: Q4 2022 in Review

TrustCore Financial Services increased its Marsh (MRSH) stake by 2% in Q4 2022, buying an estimated $11K and bringing the position to 3,395 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #162.

TrustCore Financial Services first reported a position in MRSH in Q4 2017 and has held it in 12 quarters since. 1,220 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

TrustCore Financial Services held 3,395 shares of Marsh worth $562K as of Q4 2022.
TrustCore Financial Services bought 67 Marsh shares in Q4 2022, an estimated $11K.
Marsh made up 0.05% of TrustCore Financial Services's portfolio in Q4 2022, its #162 holding.
TrustCore Financial Services first reported a position in Marsh in Q4 2017 and has held it in 12 quarters since.
1,220 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.