AIA
MRSH

Alera Investment Advisors’s Marsh MRSH Stock Holding History

Alera Investment 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
2024
Q3 		$426K Sell
1,910
-76
-4% -$16.9K 0.05% 153
2024
Q2 		$418K Buy
+1,986
New +$408K 0.05% 152
2023
Q2 		– Sell
-1,980
Closed -$330K – 176
2023
Q1 		$330K Sell
1,980
-64
-3% -$10.7K 0.08% 144
2022
Q4 		$338K Sell
2,044
-7
-0.3% -$1.15K 0.08% 137
2022
Q3 		$306K Buy
2,051
+35
+2% +$5.62K 0.09% 141
2022
Q2 		$314K Buy
2,016
+71
+4% +$11.4K 0.09% 142
2022
Q1 		$332K Buy
1,945
+110
+6% +$17.3K 0.08% 141
2021
Q4 		$319K Hold
1,835
– – 0.09% 77
2021
Q3 		$278K Buy
1,835
+6
+0.3% +$907 0.08% 84
2021
Q2 		$257K Sell
1,829
-540
-23% -$72.4K 0.08% 84
2021
Q1 		$289K Sell
2,369
-8
-0.3% -$921 0.1% 75
2020
Q4 		$278K Buy
2,377
+8
+0.3% +$909 0.1% 67
2020
Q3 		$272K Hold
2,369
– – 0.11% 65
2020
Q2 		$254K Hold
2,369
– – 0.13% 64
2020
Q1 		$205K Hold
2,369
– – 0.12% 64
2019
Q4 		$264K Sell
2,369
-169
-7% -$17.7K 0.12% 48
2019
Q3 		$254K Sell
2,538
-119
-4% -$11.9K 0.13% 61
2019
Q2 		$265K Hold
2,657
– – 0.14% 58
2019
Q1 		$249K Sell
2,657
-57
-2% -$5.04K 0.12% 61
2018
Q4 		$216K Buy
+2,714
New +$226K 0.13% 81

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alera Investment Advisors's MRSH Position: Q3 2024 in Review

Alera Investment Advisors reduced its Marsh (MRSH) stake by 3.8% in Q3 2024, selling an estimated $16.9K and leaving 1,910 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #153.

Alera Investment Advisors first reported a position in MRSH in Q4 2018 and has held it in 20 quarters since. 1,526 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Alera Investment Advisors held 1,910 shares of Marsh worth $426K as of Q3 2024.
  • Alera Investment Advisors sold 76 Marsh shares in Q3 2024, an estimated $16.9K.
  • Marsh made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #153 holding.
  • Alera Investment Advisors first reported a position in Marsh in Q4 2018 and has held it in 20 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.