49 Wealth Management’s Marsh MRSH Stock Holding History

49 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
2024 Q4	–	Sell	-902	Closed	-$201K	–	182
2024 Q3	$201K	Buy	+902	New	+$200K	0.03%	166

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

49 Wealth Management's MRSH Position: Q4 2024 in Review

49 Wealth Management sold out of Marsh (MRSH) in Q4 2024, closing a stake of 902 shares — an estimated $201K sold.

49 Wealth Management first reported a position in MRSH in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

49 Wealth Management reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
49 Wealth Management sold 902 Marsh shares in Q4 2024, an estimated $201K.
49 Wealth Management first reported a position in Marsh in Q3 2024 and held it in 1 quarter.
49 Wealth Management's Marsh position peaked at $201K in Q3 2024.
1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.