FIM
MRSH

Fernwood Investment Management’s Marsh MRSH Stock Holding History

Fernwood Investment 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
Q3 		– Sell
-1,382
Closed -$291K – 203
2024
Q2 		$291K Hold
1,382
– – 0.09% 166
2024
Q1 		$285K Buy
1,382
+182
+15% +$36.3K 0.08% 167
2023
Q4 		$227K Hold
1,200
– – 0.08% 174
2023
Q3 		$228K Hold
1,200
– – 0.08% 173
2023
Q2 		$226K Buy
+1,200
New +$213K 0.08% 168
2022
Q2 		– Sell
-1,200
Closed -$205K – 198
2022
Q1 		$205K Hold
1,200
– – 0.07% 190
2021
Q4 		$209K Buy
+1,200
New +$199K 0.07% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T 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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fernwood Investment Management's MRSH Position: Q3 2024 in Review

Fernwood Investment Management sold out of Marsh (MRSH) in Q3 2024, closing a stake of 1,382 shares — an estimated $291K sold.

Fernwood Investment Management first reported a position in MRSH in Q4 2021 and held it in 7 quarters. The position peaked at $291K in Q2 2024. 1,527 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Fernwood Investment Management reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,382 Marsh shares in Q3 2024, an estimated $291K.
  • Fernwood Investment Management first reported a position in Marsh in Q4 2021 and held it in 7 quarters.
  • Fernwood Investment Management's Marsh position peaked at $291K in Q2 2024.
  • 1,527 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Fernwood Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.