CSWM
MRSH

Cassady Schiller Wealth Management’s Marsh MRSH Stock Holding History

Cassady Schiller 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
Q4 		$391K Buy
1,841
+43
+2% +$9.54K 0.14% 75
2024
Q3 		$401K Hold
1,798
– – 0.15% 74
2024
Q2 		$379K Hold
1,798
– – 0.15% 72
2024
Q1 		$370K Hold
1,798
– – 0.17% 75
2023
Q4 		$341K Hold
1,798
– – 0.17% 73
2023
Q3 		$342K Buy
1,798
+33
+2% +$6.33K 0.19% 70
2023
Q2 		$332K Hold
1,765
– – 0.18% 78
2023
Q1 		$295K Hold
1,765
– – 0.14% 84
2022
Q4 		$292K Sell
1,765
-8
-0.5% -$1.31K 0.18% 83
2022
Q3 		$265K Hold
1,773
– – 0.15% 87
2022
Q2 		$275K Hold
1,773
– – 0.14% 83
2022
Q1 		$302K Sell
1,773
-3
-0.2% -$473 0.15% 87
2021
Q4 		$309K Buy
+1,776
New +$295K 0.19% 76

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

Cassady Schiller Wealth Management's MRSH Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Marsh (MRSH) stake by 2.4% in Q4 2024, buying an estimated $9.54K and bringing the position to 1,841 shares worth $391K. The position accounts for 0.14% of the portfolio, ranked #75.

Cassady Schiller Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 13 quarters since. The position peaked at $401K in Q3 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,841 shares of Marsh worth $391K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 43 Marsh shares in Q4 2024, an estimated $9.54K.
  • Marsh made up 0.14% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #75 holding.
  • Cassady Schiller Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 13 quarters since.
  • Cassady Schiller Wealth Management's Marsh position peaked at $401K in Q3 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.