EWM
MRSH

Executive Wealth Management’s Marsh MRSH Stock Holding History

Executive 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 		$7.83M Sell
36,881
-491
-1% -$109K 0.61% 52
2024
Q3 		$8.34M Buy
+37,372
New +$8.3M 0.65% 47
2024
Q2 		– Sell
-36,436
Closed -$7.43M – 205
2024
Q1 		$7.43M Buy
36,436
+3,463
+11% +$690K 0.65% 52
2023
Q4 		$6.25M Buy
32,973
+5,379
+19% +$1.04M 0.59% 59
2023
Q3 		$5.25M Buy
+27,594
New +$5.29M 0.54% 60
2019
Q3 		– Sell
-58
Closed -$6K – 532
2019
Q2 		$6K Hold
58
– – ﹤0.01% 689
2019
Q1 		$5K Sell
58
-10
-15% -$884 ﹤0.01% 650
2018
Q4 		$5K Buy
+68
New +$5.67K ﹤0.01% 676

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

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

Executive Wealth Management reduced its Marsh (MRSH) stake by 1.3% in Q4 2024, selling an estimated $109K and leaving 36,881 shares worth $7.83M. The position accounts for 0.61% of the portfolio, ranked #52.

Executive Wealth Management first reported a position in MRSH in Q4 2018 and has held it in 8 quarters since. The position peaked at $8.34M in Q3 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Executive Wealth Management held 36,881 shares of Marsh worth $7.83M as of Q4 2024.
  • Executive Wealth Management sold 491 Marsh shares in Q4 2024, an estimated $109K.
  • Marsh made up 0.61% of Executive Wealth Management's portfolio in Q4 2024, its #52 holding.
  • Executive Wealth Management first reported a position in Marsh in Q4 2018 and has held it in 8 quarters since.
  • Executive Wealth Management's Marsh position peaked at $8.34M in Q3 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

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