BW
MRSH

Bison Wealth’s Marsh MRSH Stock Holding History

Bison Wealth’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 		$651K Buy
3,064
+869
+40% +$193K 0.14% 123
2024
Q3 		$490K Buy
+2,195
New +$487K 0.08% 237

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Bison Wealth's MRSH Position: Q4 2024 in Review

Bison Wealth increased its Marsh (MRSH) stake by 40% in Q4 2024, buying an estimated $193K and bringing the position to 3,064 shares worth $651K. The position accounts for 0.14% of the portfolio, ranked #123.

Bison Wealth first reported a position in MRSH in Q3 2024 and has held it in 2 quarters since. 1,574 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Bison Wealth held 3,064 shares of Marsh worth $651K as of Q4 2024.
  • Bison Wealth bought 869 Marsh shares in Q4 2024, an estimated $193K.
  • Marsh made up 0.14% of Bison Wealth's portfolio in Q4 2024, its #123 holding.
  • Bison Wealth first reported a position in Marsh in Q3 2024 and has held it in 2 quarters since.
  • 1,574 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.