BMO
MRSH

Beck Mack & Oliver’s Marsh MRSH Stock Holding History

Beck Mack & Oliver’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
-1,100
Closed -$245K – 195
2024
Q3 		$245K Sell
1,100
-20
-2% -$4.44K ﹤0.01% 158
2024
Q2 		$236K Hold
1,120
– – ﹤0.01% 161
2024
Q1 		$231K Hold
1,120
– – ﹤0.01% 161
2023
Q4 		$212K Hold
1,120
– – ﹤0.01% 171
2023
Q3 		$213K Hold
1,120
– – 0.01% 156
2023
Q2 		$211K Buy
+1,120
New +$199K 0.01% 160

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 $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

Beck Mack & Oliver's MRSH Position: Q4 2024 in Review

Beck Mack & Oliver sold out of Marsh (MRSH) in Q4 2024, closing a stake of 1,100 shares — an estimated $245K sold.

Beck Mack & Oliver first reported a position in MRSH in Q2 2023 and held it in 6 quarters. The position peaked at $245K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Beck Mack & Oliver reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Beck Mack & Oliver sold 1,100 Marsh shares in Q4 2024, an estimated $245K.
  • Beck Mack & Oliver first reported a position in Marsh in Q2 2023 and held it in 6 quarters.
  • Beck Mack & Oliver's Marsh position peaked at $245K in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Beck Mack & Oliver's 13F filing for Q4 2024, filed 13 Feb 2025.