CP
MRSH

Castleview Partners’s Marsh MRSH Stock Holding History

Castleview Partners’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 		– Sell
-1
Closed -$211 – 769
2024
Q2 		$211 Hold
1
– – ﹤0.01% 884
2024
Q1 		$206 Hold
1
– – ﹤0.01% 866
2023
Q4 		$189 Buy
+1
New +$193 ﹤0.01% 835
2022
Q3 		– Sell
-50
Closed -$6.8K – 698
2022
Q2 		$6.8K Sell
50
-185
-79% -$29.6K 0.01% 504
2022
Q1 		$40K Buy
+235
New +$37K 0.02% 373
2021
Q2 		$45K Buy
+317
New +$42.5K 0.02% 438

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Castleview Partners's MRSH Position: Q3 2024 in Review

Castleview Partners sold out of Marsh (MRSH) in Q3 2024, closing a stake of 1 share — an estimated $211 sold.

Castleview Partners first reported a position in MRSH in Q2 2021 and held it in 6 quarters. The position peaked at $45K in Q2 2021. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Castleview Partners reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 1 Marsh share in Q3 2024, an estimated $211.
  • Castleview Partners first reported a position in Marsh in Q2 2021 and held it in 6 quarters.
  • Castleview Partners's Marsh position peaked at $45K in Q2 2021.
  • 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.