Delta Asset Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$1.05K | – | 630 |
|
|
2024
Q2 | $1.05K | Hold |
5
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $1.03K | Hold |
5
| – | – | ﹤0.01% | 603 |
|
|
2023
Q4 | $947 | Buy |
+5
| New | +$966 | ﹤0.01% | 615 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$6K | – | 595 |
|
|
2020
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 489 |
|
|
2019
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 505 |
|
|
2019
Q3 | $6K | Buy |
+56
| New | +$5.6K | ﹤0.01% | 487 |
|
|
2019
Q2 | – | Sell |
-54
| Closed | -$5K | – | 559 |
|
|
2019
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 444 |
|
|
2018
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 538 |
|
|
2018
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 557 |
|
|
2018
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 551 |
|
|
2018
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 548 |
|
|
2017
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 534 |
|
|
2017
Q3 | $5K | Sell |
54
-170
| -76% | -$13.5K | ﹤0.01% | 487 |
|
|
2017
Q2 | $17K | Hold |
224
| – | – | ﹤0.01% | 350 |
|
|
2017
Q1 | $17K | Buy |
224
+54
| +32% | +$3.86K | ﹤0.01% | 352 |
|
|
2016
Q4 | $11K | Hold |
170
| – | – | ﹤0.01% | 403 |
|
|
2016
Q3 | $11K | Hold |
170
| – | – | ﹤0.01% | 399 |
|
|
2016
Q2 | $12K | Hold |
170
| – | – | ﹤0.01% | 393 |
|
|
2016
Q1 | $10K | Hold |
170
| – | – | ﹤0.01% | 410 |
|
|
2015
Q4 | $9K | Sell |
170
-60
| -26% | -$3.31K | ﹤0.01% | 423 |
|
|
2015
Q3 | $12K | Hold |
230
| – | – | ﹤0.01% | 383 |
|
|
2015
Q2 | $13K | Hold |
230
| – | – | ﹤0.01% | 386 |
|
|
2015
Q1 | $13K | Hold |
230
| – | – | ﹤0.01% | 388 |
|
|
2014
Q4 | $13K | Hold |
230
| – | – | ﹤0.01% | 396 |
|
|
2014
Q3 | $12K | Hold |
230
| – | – | ﹤0.01% | 393 |
|
|
2014
Q2 | $12K | Hold |
230
| – | – | ﹤0.01% | 397 |
|
|
2014
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 400 |
|
|
2013
Q4 | $11K | Sell |
230
-1,100
| -83% | -$51K | ﹤0.01% | 399 |
|
|
2013
Q3 | $58K | Hold |
1,330
| – | – | 0.01% | 200 |
|
|
2013
Q2 | $53K | Buy |
+1,330
| New | +$52K | 0.01% | 206 |
|
Other funds holding MRSH
Delta Asset Management's MRSH Position: Q3 2024 in Review
Delta Asset Management sold out of Marsh (MRSH) in Q3 2024, closing a stake of 5 shares — an estimated $1.05K sold.
Delta Asset Management first reported a position in MRSH in Q2 2013 and held it in 31 quarters. The position peaked at $58K in Q3 2013. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.
- Delta Asset Management reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
- Delta Asset Management sold 5 Marsh shares in Q3 2024, an estimated $1.05K.
- Delta Asset Management first reported a position in Marsh in Q2 2013 and held it in 31 quarters.
- Delta Asset Management's Marsh position peaked at $58K in Q3 2013.
- 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.
Based on Delta Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.