Anchor Pointe Wealth Management’s Marsh MRSH Stock Holding History

Anchor Pointe 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	$234K	Buy	+1,106	New	+$245K	0.3%	64

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Pointe Wealth Management's MRSH Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Marsh (MRSH) in Q4 2024: 1,106 shares worth $234K. The stake represents 0.3% of the portfolio and ranks #64 among its holdings.

1,579 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

Anchor Pointe Wealth Management held 1,106 shares of Marsh worth $234K as of Q4 2024.
Marsh was a new Anchor Pointe Wealth Management position in Q4 2024.
Marsh made up 0.3% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #64 holding.
1,579 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.