CCA
MRSH

Criterion Capital Advisors’s Marsh MRSH Stock Holding History

Criterion Capital Advisors’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 		$998K Hold
4,735
– – 0.63% 39
2024
Q3 		$998K Hold
4,735
– – 0.63% 39
2024
Q2 		$998K Buy
4,735
+72
+2% +$14.8K 0.63% 39
2024
Q1 		$961K Sell
4,663
-117
-2% -$23.3K 0.64% 39
2023
Q4 		$906K Buy
+4,780
New +$924K 0.66% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Criterion Capital Advisors's MRSH Position: Q4 2024 in Review

Criterion Capital Advisors held its Marsh (MRSH) position steady in Q4 2024 at 4,735 shares worth $998K. The position accounts for 0.63% of the portfolio, ranked #39.

Criterion Capital Advisors first reported a position in MRSH in Q4 2023 and has held it in 5 quarters since. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Criterion Capital Advisors held 4,735 shares of Marsh worth $998K as of Q4 2024.
  • Criterion Capital Advisors left its Marsh share count unchanged in Q4 2024.
  • Marsh made up 0.63% of Criterion Capital Advisors's portfolio in Q4 2024, its #39 holding.
  • Criterion Capital Advisors first reported a position in Marsh in Q4 2023 and has held it in 5 quarters since.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.