AlTi Global’s Marsh MRSH Stock Holding History

AlTi Global’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	–	Sell	-982	Closed	-$207K	–	400
2024 Q2	$207K	Sell	982 -1,613	-62%	-$331K	0.01%	367
2024 Q1	$535K	Buy	2,595 +871	+51%	+$174K	0.01%	241
2023 Q4	$327K	Buy	+1,724	New	+$333K	0.01%	284

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

AlTi Global's MRSH Position: Q3 2024 in Review

AlTi Global sold out of Marsh (MRSH) in Q3 2024, closing a stake of 982 shares — an estimated $207K sold.

AlTi Global first reported a position in MRSH in Q4 2023 and held it in 3 quarters. The position peaked at $535K in Q1 2024. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

AlTi Global reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
AlTi Global sold 982 Marsh shares in Q3 2024, an estimated $207K.
AlTi Global first reported a position in Marsh in Q4 2023 and held it in 3 quarters.
AlTi Global's Marsh position peaked at $535K in Q1 2024.
1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on AlTi Global's 13F filing for Q3 2024, filed 14 Nov 2024.