BIC
MRSH

Beach Investment Counsel’s Marsh MRSH Stock Holding History

Beach Investment Counsel’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
-350
Closed -$78K – 181
2024
Q3 		$78K Hold
350
– – 0.01% 164
2024
Q2 		$74K Buy
+350
New +$71.9K 0.01% 162

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beach Investment Counsel's MRSH Position: Q4 2024 in Review

Beach Investment Counsel sold out of Marsh (MRSH) in Q4 2024, closing a stake of 350 shares — an estimated $78K sold.

Beach Investment Counsel first reported a position in MRSH in Q2 2024 and held it in 2 quarters. The position peaked at $78K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Beach Investment Counsel reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 350 Marsh shares in Q4 2024, an estimated $78K.
  • Beach Investment Counsel first reported a position in Marsh in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Marsh position peaked at $78K in Q3 2024.
  • 1,575 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.