AIM
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Arcadia Investment Management’s Marsh MRSH Stock Holding History

Arcadia Investment 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 		– Sell
-74
Closed -$16.5K – 315
2024
Q3 		$16.5K Hold
74
– – ﹤0.01% 211
2024
Q2 		$15.6K Hold
74
– – ﹤0.01% 252
2024
Q1 		$15.2K Hold
74
– – ﹤0.01% 257
2023
Q4 		$14K Hold
74
– – ﹤0.01% 269
2023
Q3 		$14.1K Hold
74
– – ﹤0.01% 271
2023
Q2 		$13.9K Hold
74
– – ﹤0.01% 289
2023
Q1 		$12.3K Hold
74
– – ﹤0.01% 303
2022
Q4 		$12.2K Hold
74
– – ﹤0.01% 301
2022
Q3 		$11K Hold
74
– – ﹤0.01% 247
2022
Q2 		$11K Hold
74
– – ﹤0.01% 254
2022
Q1 		$13K Hold
74
– – ﹤0.01% 249
2021
Q4 		$13K Hold
74
– – ﹤0.01% 255
2021
Q3 		$11K Hold
74
– – ﹤0.01% 247
2021
Q2 		$10K Buy
+74
New +$9.92K ﹤0.01% 254

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arcadia Investment Management's MRSH Position: Q4 2024 in Review

Arcadia Investment Management sold out of Marsh (MRSH) in Q4 2024, closing a stake of 74 shares — an estimated $16.5K sold.

Arcadia Investment Management first reported a position in MRSH in Q2 2021 and held it in 14 quarters. The position peaked at $16.5K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Arcadia Investment Management reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 74 Marsh shares in Q4 2024, an estimated $16.5K.
  • Arcadia Investment Management first reported a position in Marsh in Q2 2021 and held it in 14 quarters.
  • Arcadia Investment Management's Marsh position peaked at $16.5K in Q3 2024.
  • 1,579 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Arcadia Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.