Coulter & Justus Financial Services’s Marsh MRSH Stock Holding History

Coulter & Justus Financial Services’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	$721K	Buy	+3,500	New	+$698K	0.16%	57

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coulter & Justus Financial Services's MRSH Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Marsh (MRSH) in Q1 2024: 3,500 shares worth $721K. The stake represents 0.16% of the portfolio and ranks #57 among its holdings.

1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Coulter & Justus Financial Services held 3,500 shares of Marsh worth $721K as of Q1 2024.
Marsh was a new Coulter & Justus Financial Services position in Q1 2024.
Marsh made up 0.16% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #57 holding.
1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.