FAT
MRSH

First American Trust’s Marsh MRSH Stock Holding History

First American Trust’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
Q2 		– Sell
-33,341
Closed -$6.87M – 224
2024
Q1 		$6.87M Buy
33,341
+1,355
+4% +$270K 0.72% 51
2023
Q4 		$6.06M Buy
31,986
+259
+0.8% +$50K 0.75% 51
2023
Q3 		$6.04M Buy
31,727
+581
+2% +$111K 0.85% 45
2023
Q2 		$5.86M Buy
+31,146
New +$5.53M 0.81% 51
2021
Q2 		– Sell
-3,527
Closed -$430K – 158
2021
Q1 		$430K Hold
3,527
– – 0.07% 112
2020
Q4 		$413K Sell
3,527
-8
-0.2% -$909 0.07% 106
2020
Q3 		$405K Buy
+3,535
New +$405K 0.07% 101

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 $2.3T AUM 54.33% 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 $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First American Trust's MRSH Position: Q2 2024 in Review

First American Trust sold out of Marsh (MRSH) in Q2 2024, closing a stake of 33,341 shares — an estimated $6.87M sold.

First American Trust first reported a position in MRSH in Q3 2020 and held it in 7 quarters. The position peaked at $6.87M in Q1 2024. 1,476 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • First American Trust reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • First American Trust sold 33,341 Marsh shares in Q2 2024, an estimated $6.87M.
  • First American Trust first reported a position in Marsh in Q3 2020 and held it in 7 quarters.
  • First American Trust's Marsh position peaked at $6.87M in Q1 2024.
  • 1,476 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on First American Trust's 13F filing for Q2 2024, filed 12 Aug 2024.