VIA
MRSH

Vident Investment Advisory’s Marsh MRSH Stock Holding History

Vident Investment Advisory’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
-40,847
Closed -$7.68M – 634
2023
Q2 		$7.68M Buy
40,847
+1,831
+5% +$325K 0.26% 123
2023
Q1 		$6.5M Buy
39,016
+33,794
+647% +$5.63M 0.21% 142
2022
Q4 		$864K Buy
5,222
+700
+15% +$114K 0.03% 527
2022
Q3 		$380K Buy
4,522
+451
+11% +$72.4K 0.01% 842
2022
Q2 		$627K Sell
4,071
-2,386
-37% -$382K 0.02% 789
2022
Q1 		$1.1M Sell
6,457
-6,608
-51% -$1.04M 0.03% 654
2021
Q4 		$2.27M Sell
13,065
-25,250
-66% -$4.19M 0.06% 401
2021
Q3 		$5.8M Buy
38,315
+1,817
+5% +$275K 0.18% 115
2021
Q2 		$5.13M Buy
36,498
+3,642
+11% +$488K 0.16% 125
2021
Q1 		$4M Buy
32,856
+24,029
+272% +$2.77M 0.13% 133
2020
Q4 		$1.03M Buy
8,827
+994
+13% +$113K 0.04% 531
2020
Q3 		$898K Sell
7,833
-172
-2% -$19.7K 0.04% 519
2020
Q2 		$860K Buy
8,005
+988
+14% +$100K 0.05% 523
2020
Q1 		$607K Buy
7,017
+1,279
+22% +$136K 0.04% 527
2019
Q4 		$639K Sell
5,738
-782
-12% -$81.7K 0.04% 487
2019
Q3 		$652K Sell
6,520
-47
-0.7% -$4.7K 0.06% 261
2019
Q2 		$655K Sell
6,567
-145
-2% -$13.9K 0.05% 247
2019
Q1 		$631K Sell
6,712
-4,595
-41% -$406K 0.03% 504
2018
Q4 		$902K Buy
11,307
+3,537
+46% +$295K 0.05% 444
2018
Q3 		$643K Buy
7,770
+635
+9% +$53.8K 0.03% 606
2018
Q2 		$585K Buy
7,135
+60
+0.8% +$4.9K 0.02% 601
2018
Q1 		$593K Buy
7,075
+896
+15% +$74.2K 0.02% 542
2017
Q4 		$503K Buy
6,179
+1,137
+23% +$94.5K 0.02% 565
2017
Q3 		$422K Buy
+5,042
New +$400K 0.02% 550
2015
Q4 		– Sell
-57
Closed -$3K – 662
2015
Q3 		$3K Sell
57
-440
-89% -$24.6K ﹤0.01% 978
2015
Q2 		$28K Buy
+497
New +$28.7K ﹤0.01% 919

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vident Investment Advisory's MRSH Position: Q3 2023 in Review

Vident Investment Advisory sold out of Marsh (MRSH) in Q3 2023, closing a stake of 40,847 shares — an estimated $7.68M sold.

Vident Investment Advisory first reported a position in MRSH in Q2 2015 and held it in 26 quarters. The position peaked at $7.68M in Q2 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Vident Investment Advisory reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 40,847 Marsh shares in Q3 2023, an estimated $7.68M.
  • Vident Investment Advisory first reported a position in Marsh in Q2 2015 and held it in 26 quarters.
  • Vident Investment Advisory's Marsh position peaked at $7.68M in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.