Wipfli Financial Advisors’s Marsh MRSH Stock Holding History

Wipfli Financial 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
2022 Q3	$617K	Buy	+4,133	New	+$663K	0.04%	182

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wipfli Financial Advisors's MRSH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Marsh (MRSH) in Q3 2022: 4,133 shares worth $617K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings.

1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

Wipfli Financial Advisors held 4,133 shares of Marsh worth $617K as of Q3 2022.
Marsh was a new Wipfli Financial Advisors position in Q3 2022.
Marsh made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #182 holding.
1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.