FTDI
MRSH

First Trust Direct Indexing’s Marsh MRSH Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-16,855
Closed -$3.76M – 563
2024
Q3 		$3.76M Buy
16,855
+3,863
+30% +$857K 0.2% 91
2024
Q2 		$2.74M Buy
12,992
+2,731
+27% +$561K 0.17% 109
2024
Q1 		$2.11M Buy
10,261
+739
+8% +$147K 0.16% 134
2023
Q4 		$1.8M Sell
9,522
-128
-1% -$24.7K 0.16% 138
2023
Q3 		$1.84M Sell
9,650
-13
-0.1% -$2.49K 0.21% 110
2023
Q2 		$1.82M Buy
9,663
+570
+6% +$101K 0.2% 109
2023
Q1 		$1.51M Buy
9,093
+220
+2% +$36.6K 0.18% 132
2022
Q4 		$1.47M Buy
8,873
+2
+0% +$327 0.19% 126
2022
Q3 		$1.32M Buy
8,871
+259
+3% +$41.6K 0.19% 127
2022
Q2 		$1.34M Buy
8,612
+596
+7% +$95.5K 0.19% 137
2022
Q1 		$1.37M Buy
8,016
+299
+4% +$47.1K 0.17% 146
2021
Q4 		$1.34M Buy
7,717
+555
+8% +$92.2K 0.17% 138
2021
Q3 		$1.08M Buy
7,162
+260
+4% +$39.3K 0.15% 157
2021
Q2 		$971K Buy
6,902
+1,558
+29% +$209K 0.15% 180
2021
Q1 		$651K Buy
5,344
+71
+1% +$8.18K 0.17% 173
2020
Q4 		$617K Buy
+5,273
New +$599K 0.17% 159

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Direct Indexing's MRSH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Marsh (MRSH) in Q4 2024, closing a stake of 16,855 shares — an estimated $3.76M sold.

First Trust Direct Indexing first reported a position in MRSH in Q4 2020 and held it in 16 quarters. The position peaked at $3.76M in Q3 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 16,855 Marsh shares in Q4 2024, an estimated $3.76M.
  • First Trust Direct Indexing first reported a position in Marsh in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Marsh position peaked at $3.76M in Q3 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.