AT
MRSH

Arden Trust’s Marsh MRSH Stock Holding History

Arden Trust’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 		$1.18M Sell
5,609
-389
-6% -$79.9K 0.17% 86
2024
Q1 		$1.24M Sell
5,998
-631
-10% -$126K 0.17% 92
2023
Q4 		$1.26M Sell
6,629
-180
-3% -$34.8K 0.18% 83
2023
Q3 		$1.3M Sell
6,809
-232
-3% -$44.5K 0.22% 77
2023
Q2 		$1.32M Sell
7,041
-348
-5% -$61.8K 0.22% 78
2023
Q1 		$1.23M Buy
7,389
+893
+14% +$149K 0.22% 97
2022
Q4 		$1.07M Buy
6,496
+2,478
+62% +$405K 0.22% 100
2022
Q3 		$600K Sell
4,018
-137
-3% -$22K 0.15% 137
2022
Q2 		$645K Sell
4,155
-94
-2% -$15.1K 0.15% 144
2022
Q1 		$724K Sell
4,249
-350
-8% -$55.2K 0.14% 137
2021
Q4 		$800K Sell
4,599
-127
-3% -$21.1K 0.14% 152
2021
Q3 		$716K Sell
4,726
-37
-0.8% -$5.6K 0.12% 164
2021
Q2 		$670K Buy
4,763
+150
+3% +$20.1K 0.11% 183
2021
Q1 		$562K Sell
4,613
-1,118
-20% -$129K 0.09% 196
2020
Q4 		$670K Sell
5,731
-122
-2% -$13.9K 0.11% 174
2020
Q3 		$671K Buy
5,853
+59
+1% +$6.76K 0.12% 172
2020
Q2 		$623K Sell
5,794
-1,059
-15% -$107K 0.11% 166
2020
Q1 		$592K Sell
6,853
-289
-4% -$30.8K 0.12% 153
2019
Q4 		$795K Sell
7,142
-116
-2% -$12.1K 0.12% 161
2019
Q3 		$726K Sell
7,258
-132
-2% -$13.2K 0.12% 174
2019
Q2 		$737K Sell
7,390
-178
-2% -$17K 0.12% 166
2019
Q1 		$710K Sell
7,568
-2,345
-24% -$207K 0.11% 182
2018
Q4 		$791K Sell
9,913
-93
-0.9% -$7.75K 0.14% 152
2018
Q3 		$827K Sell
10,006
-543
-5% -$46K 0.13% 155
2018
Q2 		$865K Sell
10,549
-427
-4% -$34.9K 0.14% 155
2018
Q1 		$906K Sell
10,976
-358
-3% -$29.7K 0.14% 155
2017
Q4 		$922K Sell
11,334
-68
-0.6% -$5.65K 0.14% 149
2017
Q3 		$955K Sell
11,402
-154
-1% -$12.2K 0.15% 150
2017
Q2 		$901K Sell
11,556
-225
-2% -$17K 0.14% 151
2017
Q1 		$871K Buy
11,781
+1,787
+18% +$128K 0.14% 145
2016
Q4 		$675K Sell
9,994
-135
-1% -$9.05K 0.1% 190
2016
Q3 		$681K Sell
10,129
-20,081
-66% -$1.35M 0.1% 180
2016
Q2 		$2.07K Sell
30,210
-3,765
-11% -$242K 0.16% 145
2016
Q1 		$2.06M Buy
33,975
+2,697
+9% +$151K 0.17% 142
2015
Q4 		$1.73M Buy
31,278
+5,914
+23% +$326K 0.15% 152
2015
Q3 		$1.32M Buy
25,364
+8,381
+49% +$468K 0.11% 208
2015
Q2 		$963 Sell
16,983
-1,293
-7% -$74.7K 0.14% 180
2015
Q1 		$1.02K Buy
18,276
+4,841
+36% +$273K 0.15% 180
2014
Q4 		$769K Sell
13,435
-515
-4% -$28.2K 0.11% 185
2014
Q3 		$730K Sell
13,950
-700
-5% -$36.5K 0.1% 189
2014
Q2 		$759K Sell
14,650
-1,174
-7% -$58.3K 0.1% 179
2014
Q1 		$780K Sell
15,824
-3,679
-19% -$176K 0.1% 182
2013
Q4 		$944K Sell
19,503
-990
-5% -$45.9K 0.11% 150
2013
Q3 		$892K Sell
20,493
-2,829
-12% -$119K 0.11% 152
2013
Q2 		$931K Buy
+23,322
New +$913K 0.11% 157

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Arden Trust's MRSH Position: Q2 2024 in Review

Arden Trust reduced its Marsh (MRSH) stake by 6.5% in Q2 2024, selling an estimated $79.9K and leaving 5,609 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #86.

Arden Trust first reported a position in MRSH in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.06M in Q1 2016. 1,470 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Arden Trust held 5,609 shares of Marsh worth $1.18M as of Q2 2024.
  • Arden Trust sold 389 Marsh shares in Q2 2024, an estimated $79.9K.
  • Marsh made up 0.17% of Arden Trust's portfolio in Q2 2024, its #86 holding.
  • Arden Trust first reported a position in Marsh in Q2 2013 and has held it in 45 quarters since.
  • Arden Trust's Marsh position peaked at $2.06M in Q1 2016.
  • 1,470 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.