DWM
MRSH

Dechtman Wealth Management’s Marsh MRSH Stock Holding History

Dechtman Wealth Management’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 		$347K Buy
1,632
+1
+0.1% +$222 0.07% 46
2024
Q3 		$364K Buy
1,631
+2
+0.1% +$444 0.07% 46
2024
Q2 		$343K Buy
1,629
+1
+0.1% +$205 0.08% 43
2024
Q1 		$335K Buy
1,628
+2
+0.1% +$399 0.08% 47
2023
Q4 		$308K Buy
1,626
+1
+0.1% +$193 0.08% 43
2023
Q3 		$309K Buy
1,625
+2
+0.1% +$383 0.09% 40
2023
Q2 		$305K Buy
+1,623
New +$288K 0.09% 40

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dechtman Wealth Management's MRSH Position: Q4 2024 in Review

Dechtman Wealth Management increased its Marsh (MRSH) stake by 0.06% in Q4 2024, buying an estimated $222 and bringing the position to 1,632 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #46.

Dechtman Wealth Management first reported a position in MRSH in Q2 2023 and has held it in 7 quarters since. The position peaked at $364K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Dechtman Wealth Management held 1,632 shares of Marsh worth $347K as of Q4 2024.
  • Dechtman Wealth Management bought 1 Marsh share in Q4 2024, an estimated $222.
  • Marsh made up 0.07% of Dechtman Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Dechtman Wealth Management first reported a position in Marsh in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's Marsh position peaked at $364K in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.