WA
MRSH

Watchtower Advisors’s Marsh MRSH Stock Holding History

Watchtower Advisors’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
Q2 		– Sell
-34,000
Closed -$5.66M – 15
2023
Q1 		$5.66M Hold
34,000
– – 3.68% 8
2022
Q4 		$5.63M Hold
34,000
– – 3.32% 10
2022
Q3 		$5.08M Hold
34,000
– – 3.94% 8
2022
Q2 		$5.28M Buy
+34,000
New +$5.45M 3.59% 7

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

Watchtower Advisors's MRSH Position: Q2 2023 in Review

Watchtower Advisors sold out of Marsh (MRSH) in Q2 2023, closing a stake of 34,000 shares — an estimated $5.66M sold.

Watchtower Advisors first reported a position in MRSH in Q2 2022 and held it in 4 quarters. The position peaked at $5.66M in Q1 2023. 1,258 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Watchtower Advisors reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Watchtower Advisors sold 34,000 Marsh shares in Q2 2023, an estimated $5.66M.
  • Watchtower Advisors first reported a position in Marsh in Q2 2022 and held it in 4 quarters.
  • Watchtower Advisors's Marsh position peaked at $5.66M in Q1 2023.
  • 1,258 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Watchtower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.