WWM
MRSH

Windsor Wealth Management’s Marsh MRSH Stock Holding History

Windsor Wealth Management’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
Q2 		– Sell
-2,594
Closed -$448K – 207
2022
Q1 		$448K Sell
2,594
-68
-3% -$10.7K 0.08% 158
2021
Q4 		$445K Buy
+2,662
New +$442K 0.08% 161
2020
Q4 		– Sell
-1,864
Closed -$207K – 193
2020
Q3 		$207K Sell
1,864
-445
-19% -$51K 0.06% 184
2020
Q2 		$248K Sell
2,309
-193
-8% -$19.5K 0.08% 169
2020
Q1 		$216K Buy
2,502
+195
+8% +$20.8K 0.09% 168
2019
Q4 		$257K Buy
2,307
+150
+7% +$15.7K 0.09% 167
2019
Q3 		$207K Sell
2,157
-198
-8% -$19.8K 0.09% 172
2019
Q2 		$237K Buy
2,355
+48
+2% +$4.59K 0.1% 159
2019
Q1 		$217K Buy
+2,307
New +$204K 0.12% 142
2018
Q3 		– Sell
-2,889
Closed -$237K – 137
2018
Q2 		$237K Buy
2,889
+19
+0.7% +$1.55K 0.19% 111
2018
Q1 		$237K Sell
2,870
-111
-4% -$9.2K 0.2% 108
2017
Q4 		$243K Buy
+2,981
New +$248K 0.21% 107

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Windsor Wealth Management's MRSH Position: Q2 2022 in Review

Windsor Wealth Management sold out of Marsh (MRSH) in Q2 2022, closing a stake of 2,594 shares — an estimated $448K sold.

Windsor Wealth Management first reported a position in MRSH in Q4 2017 and held it in 12 quarters. The position peaked at $448K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

  • Windsor Wealth Management reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 2,594 Marsh shares in Q2 2022, an estimated $448K.
  • Windsor Wealth Management first reported a position in Marsh in Q4 2017 and held it in 12 quarters.
  • Windsor Wealth Management's Marsh position peaked at $448K in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.