BHWA
MRSH

Beacon Harbor Wealth Advisors’s Marsh MRSH Stock Holding History

Beacon Harbor Wealth 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
2023
Q4 		– Sell
-24,451
Closed -$4.65M – 84
2023
Q3 		$4.65M Buy
+24,451
New +$4.69M 1.55% 34
2022
Q1 		– Sell
-29,479
Closed -$5.12M – 77
2021
Q4 		$5.12M Buy
29,479
+568
+2% +$94.4K 1.7% 26
2021
Q3 		$4.38M Buy
+28,911
New +$4.37M 1.55% 26

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 $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Beacon Harbor Wealth Advisors's MRSH Position: Q4 2023 in Review

Beacon Harbor Wealth Advisors sold out of Marsh (MRSH) in Q4 2023, closing a stake of 24,451 shares — an estimated $4.65M sold.

Beacon Harbor Wealth Advisors first reported a position in MRSH in Q3 2021 and held it in 3 quarters. The position peaked at $5.12M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Beacon Harbor Wealth Advisors reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 24,451 Marsh shares in Q4 2023, an estimated $4.65M.
  • Beacon Harbor Wealth Advisors first reported a position in Marsh in Q3 2021 and held it in 3 quarters.
  • Beacon Harbor Wealth Advisors's Marsh position peaked at $5.12M in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.