Brophy Wealth Management’s Marsh MRSH Stock Holding History

Brophy Wealth 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 Q3	$1.76M	Buy	+7,880	New	+$1.75M	0.63%	33

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brophy Wealth Management's MRSH Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Marsh (MRSH) in Q3 2024: 7,880 shares worth $1.76M. The stake represents 0.63% of the portfolio and ranks #33 among its holdings.

1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

Brophy Wealth Management held 7,880 shares of Marsh worth $1.76M as of Q3 2024.
Marsh was a new Brophy Wealth Management position in Q3 2024.
Marsh made up 0.63% of Brophy Wealth Management's portfolio in Q3 2024, its #33 holding.
1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.