CAN
MRSH

Cetera Advisor Networks’s Marsh MRSH Stock Holding History

Cetera Advisor Networks’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
Q1 		$6.53M Buy
31,684
+2,158
+7% +$430K 0.03% 524
2023
Q4 		$5.59M Sell
29,526
-6,626
-18% -$1.28M 0.03% 529
2023
Q3 		$6.88M Buy
36,152
+10,167
+39% +$1.95M 0.04% 408
2023
Q2 		$4.89M Buy
25,985
+499
+2% +$88.6K 0.03% 498
2023
Q1 		$4.24M Sell
25,486
-789
-3% -$131K 0.03% 550
2022
Q4 		$4.35M Buy
26,275
+17,351
+194% +$2.84M 0.04% 498
2022
Q3 		$1.33M Sell
8,924
-253
-3% -$40.6K 0.02% 750
2022
Q2 		$1.43M Buy
9,177
+488
+6% +$78.2K 0.02% 718
2022
Q1 		$1.48M Sell
8,689
-2,104
-19% -$332K 0.02% 742
2021
Q4 		$1.88M Buy
10,793
+3,290
+44% +$547K 0.02% 624
2021
Q3 		$1.14M Buy
7,503
+40
+0.5% +$6.05K 0.02% 782
2021
Q2 		$1.05M Buy
7,463
+4,714
+171% +$632K 0.01% 807
2021
Q1 		$335K Buy
2,749
+765
+39% +$88.1K 0.01% 1075
2020
Q4 		$232K Buy
1,984
+106
+6% +$12K 0.01% 1186
2020
Q3 		$215K Sell
1,878
-115
-6% -$13.2K 0.01% 1105
2020
Q2 		$214K Sell
1,993
-465
-19% -$47.1K 0.01% 1089
2020
Q1 		$213K Sell
2,458
-253
-9% -$27K 0.01% 957
2019
Q4 		$302K Buy
2,711
+234
+9% +$24.4K 0.01% 950
2019
Q3 		$251K Buy
2,477
+235
+10% +$23.5K 0.01% 1002
2019
Q2 		$223K Buy
+2,242
New +$215K 0.01% 1038

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisor Networks's MRSH Position: Q1 2024 in Review

Cetera Advisor Networks increased its Marsh (MRSH) stake by 7.3% in Q1 2024, buying an estimated $430K and bringing the position to 31,684 shares worth $6.53M. The position accounts for 0.03% of the portfolio, ranked #524.

Cetera Advisor Networks first reported a position in MRSH in Q2 2019 and has held it in 20 quarters since. The position peaked at $6.88M in Q3 2023. 1,444 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Cetera Advisor Networks held 31,684 shares of Marsh worth $6.53M as of Q1 2024.
  • Cetera Advisor Networks bought 2,158 Marsh shares in Q1 2024, an estimated $430K.
  • Marsh made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #524 holding.
  • Cetera Advisor Networks first reported a position in Marsh in Q2 2019 and has held it in 20 quarters since.
  • Cetera Advisor Networks's Marsh position peaked at $6.88M in Q3 2023.
  • 1,444 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.