APA
MRSH icon

Astoria Portfolio Advisors’s Marsh MRSH Stock Holding History

Astoria Portfolio Advisors’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
-1,009
Closed -$227K – 227
2024
Q3 		$227K Sell
1,009
-4
-0.4% -$888 0.08% 187
2024
Q2 		$214K Sell
1,013
-50
-5% -$10.3K 0.08% 173
2024
Q1 		$210K Buy
+1,063
New +$212K 0.08% 178
2023
Q1 		– Sell
-1,202
Closed -$208K – 209
2022
Q4 		$208K Buy
+1,202
New +$197K 0.1% 192

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

Astoria Portfolio Advisors's MRSH Position: Q4 2024 in Review

Astoria Portfolio Advisors sold out of Marsh (MRSH) in Q4 2024, closing a stake of 1,009 shares — an estimated $227K sold.

Astoria Portfolio Advisors first reported a position in MRSH in Q4 2022 and held it in 4 quarters. The position peaked at $227K in Q3 2024. 1,580 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Astoria Portfolio Advisors reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 1,009 Marsh shares in Q4 2024, an estimated $227K.
  • Astoria Portfolio Advisors first reported a position in Marsh in Q4 2022 and held it in 4 quarters.
  • Astoria Portfolio Advisors's Marsh position peaked at $227K in Q3 2024.
  • 1,580 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.