World Equity Group’s Marsh MRSH Stock Holding History

World Equity Group’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	-34,788	Closed	-$356K	–	452
2023 Q1	$356K	Buy	+34,788	New	+$5.8M	0.05%	336

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

World Equity Group's MRSH Position: Q2 2023 in Review

World Equity Group sold out of Marsh (MRSH) in Q2 2023, closing a stake of 34,788 shares — an estimated $356K sold.

World Equity Group first reported a position in MRSH in Q1 2023 and held it in 1 quarter. The position peaked at $356K in Q1 2023. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

World Equity Group reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 34,788 Marsh shares in Q2 2023, an estimated $356K.
World Equity Group first reported a position in Marsh in Q1 2023 and held it in 1 quarter.
World Equity Group's Marsh position peaked at $356K in Q1 2023.
1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.