AMR
MRSH icon

Asset Management Resources’s Marsh MRSH Stock Holding History

Asset Management Resources’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
2023
Q4 		$406K Hold
2,141
– – 0.23% 32
2023
Q3 		$407K Hold
2,141
– – 0.25% 32
2023
Q2 		$403K Hold
2,141
– – 0.24% 32
2023
Q1 		$357K Buy
2,141
+165
+8% +$27.5K 0.23% 35
2022
Q4 		$327K Sell
1,976
-37
-2% -$6.05K 0.22% 38
2022
Q3 		$301K Buy
2,013
+37
+2% +$5.94K 0.29% 36
2022
Q2 		$307K Hold
1,976
– – 0.26% 33
2022
Q1 		$337K Buy
1,976
+219
+12% +$34.5K 0.27% 35
2021
Q4 		$305K Buy
+1,757
New +$292K 0.27% 41

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
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

Asset Management Resources's MRSH Position: Q4 2023 in Review

Asset Management Resources held its Marsh (MRSH) position steady in Q4 2023 at 2,141 shares worth $406K. The position accounts for 0.23% of the portfolio, ranked #32.

Asset Management Resources first reported a position in MRSH in Q4 2021 and has held it in 9 quarters since. The position peaked at $407K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Asset Management Resources held 2,141 shares of Marsh worth $406K as of Q4 2023.
  • Asset Management Resources left its Marsh share count unchanged in Q4 2023.
  • Marsh made up 0.23% of Asset Management Resources's portfolio in Q4 2023, its #32 holding.
  • Asset Management Resources first reported a position in Marsh in Q4 2021 and has held it in 9 quarters since.
  • Asset Management Resources's Marsh position peaked at $407K in Q3 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.