9258 Wealth Management’s Marsh MRSH Stock Holding History

9258 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 Q3	$690K	Buy	3,093 +121	+4%	+$26.9K	0.1%	161
2024 Q2	$626K	Buy	2,972 +3	+0.1%	+$616	0.1%	166
2024 Q1	$612K	Buy	2,969 +2	+0.1%	+$399	0.1%	172
2023 Q4	$562K	Sell	2,967 -70	-2%	-$13.5K	0.1%	165
2023 Q3	$578K	Hold	3,037	–	–	0.11%	162
2023 Q2	$571K	Hold	3,037	–	–	0.11%	162
2023 Q1	$506K	Sell	3,037 -13	-0.4%	-$2.17K	0.1%	174
2022 Q4	$505K	Buy	3,050 +1,251	+70%	+$205K	0.11%	170
2022 Q3	$269K	Sell	1,799 -174	-9%	-$27.9K	0.07%	261
2022 Q2	$306K	Buy	+1,973	New	+$316K	0.08%	246

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

9258 Wealth Management's MRSH Position: Q3 2024 in Review

9258 Wealth Management increased its Marsh (MRSH) stake by 4.1% in Q3 2024, buying an estimated $26.9K and bringing the position to 3,093 shares worth $690K. The position accounts for 0.1% of the portfolio, ranked #161.

9258 Wealth Management first reported a position in MRSH in Q2 2022 and has held it in 10 quarters since. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

9258 Wealth Management held 3,093 shares of Marsh worth $690K as of Q3 2024.
9258 Wealth Management bought 121 Marsh shares in Q3 2024, an estimated $26.9K.
Marsh made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #161 holding.
9258 Wealth Management first reported a position in Marsh in Q2 2022 and has held it in 10 quarters since.
1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.