Credential Qtrade Securities’s Marsh MRSH Stock Holding History

Credential Qtrade Securities’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	$1.64M	Buy	7,971 +5,258	+194%	+$1.05M	0.09%	100
2023 Q4	$514K	Buy	2,713 +2,600	+2,301%	+$502K	0.03%	178
2023 Q3	$21.5K	Hold	113	–	–	﹤0.01%	258
2023 Q2	$21.3K	Sell	113 -8	-7%	-$1.42K	﹤0.01%	267
2023 Q1	$20.2K	Hold	121	–	–	﹤0.01%	277
2022 Q4	$20K	Hold	121	–	–	﹤0.01%	278
2022 Q3	$18.1K	Hold	121	–	–	﹤0.01%	272
2022 Q2	$18.8K	Hold	121	–	–	﹤0.01%	283
2022 Q1	$20.6K	Hold	121	–	–	﹤0.01%	296
2021 Q4	$21K	Hold	121	–	–	﹤0.01%	299
2021 Q3	$18.3K	Hold	121	–	–	﹤0.01%	291
2021 Q2	$17K	Hold	121	–	–	﹤0.01%	301
2021 Q1	$14.7K	Hold	121	–	–	﹤0.01%	290
2020 Q4	$14.2K	Hold	121	–	–	﹤0.01%	274
2020 Q3	$13.9K	Hold	121	–	–	﹤0.01%	250
2020 Q2	$13K	Hold	121	–	–	﹤0.01%	246
2020 Q1	$10.5K	Hold	121	–	–	﹤0.01%	243
2019 Q4	$13.5K	Hold	121	–	–	﹤0.01%	252
2019 Q3	$12.1K	Hold	121	–	–	﹤0.01%	236
2019 Q2	$12.1K	Sell	121 -11	-8%	-$1.05K	﹤0.01%	233
2019 Q1	$12.4K	Hold	132	–	–	﹤0.01%	240
2018 Q4	$10.5K	Hold	132	–	–	﹤0.01%	250
2018 Q3	$10.9K	Buy	+132	New	+$11.2K	﹤0.01%	272

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Credential Qtrade Securities's MRSH Position: Q1 2024 in Review

Credential Qtrade Securities increased its Marsh (MRSH) stake by 194% in Q1 2024, buying an estimated $1.05M and bringing the position to 7,971 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #100.

Credential Qtrade Securities first reported a position in MRSH in Q3 2018 and has held it in 23 quarters since. 1,444 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Credential Qtrade Securities held 7,971 shares of Marsh worth $1.64M as of Q1 2024.
Credential Qtrade Securities bought 5,258 Marsh shares in Q1 2024, an estimated $1.05M.
Marsh made up 0.09% of Credential Qtrade Securities's portfolio in Q1 2024, its #100 holding.
Credential Qtrade Securities first reported a position in Marsh in Q3 2018 and has held it in 23 quarters since.
1,444 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.