BFM
MRSH

Boston Financial Management’s Marsh MRSH Stock Holding History

Boston Financial Management’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 		$973K Hold
4,580
– – 0.03% 196
2024
Q3 		$1.02M Sell
4,580
-401
-8% -$89K 0.03% 191
2024
Q2 		$1.05M Buy
4,981
+57
+1% +$11.7K 0.03% 187
2024
Q1 		$1.01M Hold
4,924
– – 0.03% 195
2023
Q4 		$933K Hold
4,924
– – 0.03% 198
2023
Q3 		$937K Sell
4,924
-42
-0.8% -$8.05K 0.04% 183
2023
Q2 		$934K Buy
4,966
+476
+11% +$84.5K 0.03% 191
2023
Q1 		$748K Buy
4,490
+6
+0.1% +$1K 0.03% 196
2022
Q4 		$742K Buy
4,484
+802
+22% +$131K 0.03% 202
2022
Q3 		$550K Buy
3,682
+4
+0.1% +$642 0.02% 209
2022
Q2 		$571K Buy
3,678
+183
+5% +$29.3K 0.02% 197
2022
Q1 		$596K Buy
3,495
+1,794
+105% +$283K 0.02% 197
2021
Q4 		$296K Buy
1,701
+6
+0.4% +$997 0.01% 227
2021
Q3 		$257K Sell
1,695
-250
-13% -$37.8K 0.01% 234
2021
Q2 		$274K Hold
1,945
– – 0.01% 219
2021
Q1 		$237K Sell
1,945
-250
-11% -$28.8K 0.01% 217
2020
Q4 		$257K Sell
2,195
-570
-21% -$64.8K 0.01% 214
2020
Q3 		$317K Sell
2,765
-195
-7% -$22.3K 0.02% 203
2020
Q2 		$318K Buy
2,960
+480
+19% +$48.6K 0.02% 194
2020
Q1 		$214K Sell
2,480
-6,350
-72% -$677K 0.01% 220
2019
Q4 		$984K Sell
8,830
-180
-2% -$18.8K 0.05% 134
2019
Q3 		$901K Hold
9,010
– – 0.05% 141
2019
Q2 		$899K Hold
9,010
– – 0.05% 140
2019
Q1 		$846K Sell
9,010
-257
-3% -$22.7K 0.05% 146
2018
Q4 		$739K Buy
9,267
+257
+3% +$21.4K 0.05% 154
2018
Q3 		$745K Buy
+9,010
New +$763K 0.04% 181
2017
Q2 		– Sell
-2,975
Closed -$220K – 278
2017
Q1 		$220K Hold
2,975
– – 0.02% 254
2016
Q4 		$201K Buy
+2,975
New +$199K 0.02% 260

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

Boston Financial Management's MRSH Position: Q4 2024 in Review

Boston Financial Management held its Marsh (MRSH) position steady in Q4 2024 at 4,580 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #196.

Boston Financial Management first reported a position in MRSH in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.05M in Q2 2024. 1,574 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Boston Financial Management held 4,580 shares of Marsh worth $973K as of Q4 2024.
  • Boston Financial Management left its Marsh share count unchanged in Q4 2024.
  • Marsh made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #196 holding.
  • Boston Financial Management first reported a position in Marsh in Q4 2016 and has held it in 28 quarters since.
  • Boston Financial Management's Marsh position peaked at $1.05M in Q2 2024.
  • 1,574 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.