Financial Gravity Asset Management’s Marsh MRSH Stock Holding History

Financial Gravity Asset 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 Q1	–	Hold	0	–	–	–	1137
2023 Q4	–	Hold	0	–	–	–	1295
2021 Q3	$151K	Hold	9	–	–	0.07%	244
2021 Q2	$141K	Buy	+9	New	+$1.21K	0.05%	258
2020 Q4	$1K	Buy	+6	New	+$682	﹤0.01%	424
2019 Q2	–	Sell	-4	Closed	-$383	–	1507
2019 Q1	$0	Buy	+4	New	+$354	﹤0.01%	1455
2018 Q3	$2K	Buy	19 +4	+27%	+$339	﹤0.01%	979
2018 Q2	$1K	Sell	15 -1	-6%	-$82	﹤0.01%	1209
2018 Q1	$1K	Buy	+16	New	+$1.32K	﹤0.01%	1198

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's MRSH Position: Q1 2024 in Review

Financial Gravity Asset Management held its Marsh (MRSH) position steady in Q1 2024 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Financial Gravity Asset Management first reported a position in MRSH in Q1 2018 and has held it in 7 quarters since. The position peaked at $151K in Q3 2021. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Marsh worth $9 as of Q1 2024.
Financial Gravity Asset Management left its Marsh share count unchanged in Q1 2024.
Marsh made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1137 holding.
Financial Gravity Asset Management first reported a position in Marsh in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Marsh position peaked at $151K in Q3 2021.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.