AP
MRSH

Arlington Partners’s Marsh MRSH Stock Holding History

Arlington Partners’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
Q1 		– Sell
-214
Closed -$40.5K – 172
2023
Q4 		$40.5K Sell
214
-11
-5% -$2.13K 0.01% 152
2023
Q3 		$42.8K Hold
225
– – 0.02% 140
2023
Q2 		$42.3K Hold
225
– – 0.01% 317
2023
Q1 		$37.5K Buy
225
+11
+5% +$1.83K 0.01% 284
2022
Q4 		$35.4K Hold
214
– – 0.01% 246
2022
Q3 		$32K Hold
214
– – 0.01% 223
2022
Q2 		$33K Hold
214
– – 0.01% 276
2022
Q1 		$36K Hold
214
– – 0.01% 274
2021
Q4 		$37K Buy
+214
New +$35.5K 0.01% 307
2020
Q3 		– Sell
-30
Closed -$3K – 155
2020
Q2 		$3K Hold
30
– – ﹤0.01% 149
2020
Q1 		$3K Buy
+30
New +$3.2K ﹤0.01% 223

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arlington Partners's MRSH Position: Q1 2024 in Review

Arlington Partners sold out of Marsh (MRSH) in Q1 2024, closing a stake of 214 shares — an estimated $40.5K sold.

Arlington Partners first reported a position in MRSH in Q1 2020 and held it in 11 quarters. The position peaked at $42.8K in Q3 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Arlington Partners reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 214 Marsh shares in Q1 2024, an estimated $40.5K.
  • Arlington Partners first reported a position in Marsh in Q1 2020 and held it in 11 quarters.
  • Arlington Partners's Marsh position peaked at $42.8K in Q3 2023.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.