FFA
MRSH

First Foundation Advisors’s Marsh MRSH Stock Holding History

First Foundation Advisors’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
-99
Closed -$20.9K – 409
2024
Q2 		$20.9K Hold
99
– – ﹤0.01% 420
2024
Q1 		$20.4K Hold
99
– – ﹤0.01% 421
2023
Q4 		$18.8K Sell
99
-998
-91% -$193K ﹤0.01% 427
2023
Q3 		$209K Sell
1,097
-435
-28% -$83.4K 0.01% 387
2023
Q2 		$288K Buy
1,532
+22
+1% +$3.9K 0.01% 322
2023
Q1 		$251K Sell
1,510
-381
-20% -$63.5K 0.01% 323
2022
Q4 		$313K Sell
1,891
-192
-9% -$31.4K 0.02% 300
2022
Q3 		$311K Buy
+2,083
New +$334K 0.02% 288
2022
Q2 		– Sell
-1,241
Closed -$211K – 435
2022
Q1 		$211K Buy
+1,241
New +$196K 0.01% 390
2021
Q1 		– Sell
-2,966
Closed -$347K – 429
2020
Q4 		$347K Buy
2,966
+218
+8% +$24.8K 0.02% 312
2020
Q3 		$315K Hold
2,748
– – 0.01% 289
2020
Q2 		$295K Sell
2,748
-4,454
-62% -$451K 0.02% 281
2020
Q1 		$623K Buy
+7,202
New +$768K 0.04% 203

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 Foundation Advisors's MRSH Position: Q3 2024 in Review

First Foundation Advisors sold out of Marsh (MRSH) in Q3 2024, closing a stake of 99 shares — an estimated $20.9K sold.

First Foundation Advisors first reported a position in MRSH in Q1 2020 and held it in 13 quarters. The position peaked at $623K in Q1 2020. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • First Foundation Advisors reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 99 Marsh shares in Q3 2024, an estimated $20.9K.
  • First Foundation Advisors first reported a position in Marsh in Q1 2020 and held it in 13 quarters.
  • First Foundation Advisors's Marsh position peaked at $623K in Q1 2020.
  • 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.