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Charter Oak Capital Management’s Marsh MRSH Stock Holding History

Charter Oak Capital 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 		– Sell
-1,045
Closed -$233K – 188
2024
Q3 		$233K Hold
1,045
– – 0.02% 173
2024
Q2 		$220K Sell
1,045
-5
-0.5% -$1.03K 0.02% 165
2024
Q1 		$216K Buy
+1,050
New +$209K 0.02% 170
2022
Q3 		– Sell
-25
Closed -$4K – 586
2022
Q2 		$4K Hold
25
– – ﹤0.01% 744
2022
Q1 		$4K Buy
+25
New +$3.94K ﹤0.01% 802

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charter Oak Capital Management's MRSH Position: Q4 2024 in Review

Charter Oak Capital Management sold out of Marsh (MRSH) in Q4 2024, closing a stake of 1,045 shares — an estimated $233K sold.

Charter Oak Capital Management first reported a position in MRSH in Q1 2022 and held it in 5 quarters. The position peaked at $233K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Charter Oak Capital Management reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,045 Marsh shares in Q4 2024, an estimated $233K.
  • Charter Oak Capital Management first reported a position in Marsh in Q1 2022 and held it in 5 quarters.
  • Charter Oak Capital Management's Marsh position peaked at $233K in Q3 2024.
  • 1,579 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Charter Oak Capital Management's 13F filing for Q4 2024, filed 22 Jan 2025.