CA
MRSH

Cetera Advisors’s Marsh MRSH Stock Holding History

Cetera Advisors’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 		$1.83M Buy
8,861
+3,074
+53% +$613K 0.01% 860
2023
Q4 		$1.1M Sell
5,787
-28
-0.5% -$5.41K 0.02% 742
2023
Q3 		$1.11M Sell
5,815
-3,887
-40% -$745K 0.02% 687
2023
Q2 		$1.82M Buy
9,702
+5,025
+107% +$892K 0.03% 496
2023
Q1 		$779K Sell
4,677
-1,166
-20% -$194K 0.01% 803
2022
Q4 		$967K Buy
5,843
+3,254
+126% +$532K 0.02% 691
2022
Q3 		$387K Buy
2,589
+327
+14% +$52.5K 0.01% 887
2022
Q2 		$351K Buy
2,262
+179
+9% +$28.7K 0.01% 986
2022
Q1 		$355K Buy
2,083
+128
+7% +$20.2K 0.01% 1028
2021
Q4 		$340K Sell
1,955
-433
-18% -$71.9K 0.01% 1066
2021
Q3 		$362K Buy
2,388
+585
+32% +$88.5K 0.01% 1010
2021
Q2 		$254K Buy
1,803
+165
+10% +$22.1K 0.01% 1123
2021
Q1 		$200K Buy
+1,638
New +$189K 0.01% 1150

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 Advisors's MRSH Position: Q1 2024 in Review

Cetera Advisors increased its Marsh (MRSH) stake by 53% in Q1 2024, buying an estimated $613K and bringing the position to 8,861 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #860.

Cetera Advisors first reported a position in MRSH in Q1 2021 and has held it in 13 quarters since. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Cetera Advisors held 8,861 shares of Marsh worth $1.83M as of Q1 2024.
  • Cetera Advisors bought 3,074 Marsh shares in Q1 2024, an estimated $613K.
  • Marsh made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #860 holding.
  • Cetera Advisors first reported a position in Marsh in Q1 2021 and has held it in 13 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

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