CW
MRSH

Connectus Wealth’s Marsh MRSH Stock Holding History

Connectus Wealth’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 		– Sell
-2,271
Closed -$431K – 462
2023
Q4 		$431K Sell
2,271
-299
-12% -$57.8K 0.01% 419
2023
Q3 		$490K Sell
2,570
-82
-3% -$15.7K 0.01% 392
2023
Q2 		$499K Buy
2,652
+13
+0.5% +$2.31K 0.01% 350
2023
Q1 		$440K Buy
2,639
+112
+4% +$18.7K 0.01% 350
2022
Q4 		$418K Buy
+2,527
New +$413K 0.01% 356

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connectus Wealth's MRSH Position: Q1 2024 in Review

Connectus Wealth sold out of Marsh (MRSH) in Q1 2024, closing a stake of 2,271 shares — an estimated $431K sold.

Connectus Wealth first reported a position in MRSH in Q4 2022 and held it in 5 quarters. The position peaked at $499K in Q2 2023. 1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Connectus Wealth reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 2,271 Marsh shares in Q1 2024, an estimated $431K.
  • Connectus Wealth first reported a position in Marsh in Q4 2022 and held it in 5 quarters.
  • Connectus Wealth's Marsh position peaked at $499K in Q2 2023.
  • 1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.