EFH
MRSH

Eaton Financial Holdings’s Marsh MRSH Stock Holding History

Eaton Financial Holdings’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
-4,689
Closed -$888K – 125
2023
Q4 		$888K Sell
4,689
-759
-14% -$147K 0.22% 96
2023
Q3 		$1.04M Buy
+5,448
New +$1.04M 0.28% 83

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eaton Financial Holdings's MRSH Position: Q1 2024 in Review

Eaton Financial Holdings sold out of Marsh (MRSH) in Q1 2024, closing a stake of 4,689 shares — an estimated $888K sold.

Eaton Financial Holdings first reported a position in MRSH in Q3 2023 and held it in 2 quarters. The position peaked at $1.04M in Q3 2023. 1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Eaton Financial Holdings reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 4,689 Marsh shares in Q1 2024, an estimated $888K.
  • Eaton Financial Holdings first reported a position in Marsh in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's Marsh position peaked at $1.04M in Q3 2023.
  • 1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.