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Covenant Partners’s Marsh MRSH Stock Holding History

Covenant Partners’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
-1,349
Closed -$256K – 202
2023
Q4 		$256K Sell
1,349
-639
-32% -$123K 0.08% 157
2023
Q3 		$378K Sell
1,988
-737
-27% -$141K 0.14% 116
2023
Q2 		$513K Buy
2,725
+865
+47% +$154K 0.19% 92
2023
Q1 		$310K Buy
1,860
+511
+38% +$85.1K 0.12% 130
2022
Q4 		$223K Buy
+1,349
New +$221K 0.09% 161

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
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

Covenant Partners's MRSH Position: Q1 2024 in Review

Covenant Partners sold out of Marsh (MRSH) in Q1 2024, closing a stake of 1,349 shares — an estimated $256K sold.

Covenant Partners first reported a position in MRSH in Q4 2022 and held it in 5 quarters. The position peaked at $513K in Q2 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Covenant Partners reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Covenant Partners sold 1,349 Marsh shares in Q1 2024, an estimated $256K.
  • Covenant Partners first reported a position in Marsh in Q4 2022 and held it in 5 quarters.
  • Covenant Partners's Marsh position peaked at $513K in Q2 2023.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Covenant Partners's 13F filing for Q1 2024, filed 30 Apr 2024.