WP
MRSH

WealthPLAN Partners’s Marsh MRSH Stock Holding History

WealthPLAN Partners’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
-981
Closed -$185K – 808
2023
Q2 		$185K Buy
981
+577
+143% +$102K 0.03% 303
2023
Q1 		$67.3K Buy
+404
New +$67.3K 0.01% 502

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

WealthPLAN Partners's MRSH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Marsh (MRSH) in Q3 2023, closing a stake of 981 shares — an estimated $185K sold.

WealthPLAN Partners first reported a position in MRSH in Q1 2023 and held it in 2 quarters. The position peaked at $185K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 981 Marsh shares in Q3 2023, an estimated $185K.
  • WealthPLAN Partners first reported a position in Marsh in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Marsh position peaked at $185K in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.