FPFS
MRSH

First Personal Financial Services’s Marsh MRSH Stock Holding History

First Personal Financial Services’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 		$17.8K Hold
80
– – ﹤0.01% 268
2024
Q2 		$16.9K Hold
80
– – ﹤0.01% 247
2024
Q1 		$16.5K Hold
80
– – ﹤0.01% 251
2023
Q4 		$15.2K Hold
80
– – ﹤0.01% 281
2023
Q3 		$15.2K Hold
80
– – ﹤0.01% 283
2023
Q2 		$15K Hold
80
– – ﹤0.01% 288
2023
Q1 		$13.3K Hold
80
– – ﹤0.01% 307
2022
Q4 		$13.2K Hold
80
– – ﹤0.01% 311
2022
Q3 		$12K Buy
+80
New +$12.8K ﹤0.01% 326
2020
Q1 		– Sell
-198
Closed -$22K – 438
2019
Q4 		$22K Sell
198
-543
-73% -$56.7K 0.01% 242
2019
Q3 		$74K Sell
741
-487
-40% -$48.7K 0.02% 206
2019
Q2 		$122K Buy
1,228
+198
+19% +$18.9K 0.03% 196
2019
Q1 		$97K Hold
1,030
– – 0.03% 206
2018
Q4 		$82K Hold
1,030
– – 0.03% 210
2018
Q3 		$85K Buy
1,030
+99
+11% +$8.39K 0.03% 222
2018
Q2 		$76K Sell
931
-1,381
-60% -$113K 0.03% 228
2018
Q1 		$191K Sell
2,312
-1,882
-45% -$156K 0.04% 217
2017
Q4 		$341K Buy
4,194
+449
+12% +$37.3K 0.07% 180
2017
Q3 		$314K Buy
3,745
+135
+4% +$10.7K 0.07% 177
2017
Q2 		$281K Buy
3,610
+200
+6% +$15.1K 0.06% 186
2017
Q1 		$252K Hold
3,410
– – 0.06% 171
2016
Q4 		$230K Buy
+3,410
New +$229K 0.06% 174
2016
Q1 		– Sell
-166
Closed -$9K – 365
2015
Q4 		$9K Hold
166
– – 0.01% 302
2015
Q3 		$9K Hold
166
– – 0.01% 290
2015
Q2 		$10K Hold
166
– – 0.01% 280
2015
Q1 		$10K Hold
166
– – 0.01% 277
2014
Q4 		$9K Buy
+166
New +$9.11K 0.01% 266

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 Personal Financial Services's MRSH Position: Q3 2024 in Review

First Personal Financial Services held its Marsh (MRSH) position steady in Q3 2024 at 80 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

First Personal Financial Services first reported a position in MRSH in Q4 2014 and has held it in 27 quarters since. The position peaked at $341K in Q4 2017. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • First Personal Financial Services held 80 shares of Marsh worth $17.8K as of Q3 2024.
  • First Personal Financial Services left its Marsh share count unchanged in Q3 2024.
  • Marsh made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #268 holding.
  • First Personal Financial Services first reported a position in Marsh in Q4 2014 and has held it in 27 quarters since.
  • First Personal Financial Services's Marsh position peaked at $341K in Q4 2017.
  • 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.