Abbrea Capital’s Marsh MRSH Stock Holding History

Abbrea Capital’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 Q2	$695K	Buy	3,298 +39	+1%	+$8.01K	0.09%	138
2024 Q1	$671K	Hold	3,259	–	–	0.09%	146
2023 Q4	$617K	Hold	3,259	–	–	0.09%	145
2023 Q3	$620K	Buy	3,259 +2	+0.1%	+$383	0.1%	138
2023 Q2	$613K	Hold	3,257	–	–	0.09%	145
2023 Q1	$542K	Hold	3,257	–	–	0.09%	148
2022 Q4	$539K	Hold	3,257	–	–	0.1%	146
2022 Q3	$486K	Hold	3,257	–	–	0.09%	144
2022 Q2	$506K	Hold	3,257	–	–	0.08%	158
2022 Q1	$555K	Hold	3,257	–	–	0.08%	161
2021 Q4	$566K	Buy	3,257 +1,009	+45%	+$168K	0.08%	161
2021 Q3	$340K	Hold	2,248	–	–	0.05%	193
2021 Q2	$316K	Hold	2,248	–	–	0.05%	200
2021 Q1	$274K	Buy	2,248 +431	+24%	+$49.6K	0.05%	195
2020 Q4	$213K	Buy	1,817 +17	+0.9%	+$1.93K	0.04%	207
2020 Q3	$206K	Buy	+1,800	New	+$206K	0.04%	175
2020 Q1	–	Sell	-1,817	Closed	-$202K	–	187
2019 Q4	$202K	Buy	+1,817	New	+$190K	0.04%	189

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Abbrea Capital's MRSH Position: Q2 2024 in Review

Abbrea Capital increased its Marsh (MRSH) stake by 1.2% in Q2 2024, buying an estimated $8.01K and bringing the position to 3,298 shares worth $695K. The position accounts for 0.09% of the portfolio, ranked #138.

Abbrea Capital first reported a position in MRSH in Q4 2019 and has held it in 17 quarters since. 1,475 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

Abbrea Capital held 3,298 shares of Marsh worth $695K as of Q2 2024.
Abbrea Capital bought 39 Marsh shares in Q2 2024, an estimated $8.01K.
Marsh made up 0.09% of Abbrea Capital's portfolio in Q2 2024, its #138 holding.
Abbrea Capital first reported a position in Marsh in Q4 2019 and has held it in 17 quarters since.
1,475 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Abbrea Capital's 13F filing for Q2 2024, filed 8 Aug 2024.