FTIS
MRSH

First Trust Investment Solutions’s Marsh MRSH Stock Holding History

First Trust Investment Solutions’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 		$227K Buy
+1,019
New +$226K 0.03% 264
2024
Q1 		– Sell
-1,374
Closed -$260K – 269
2023
Q4 		$260K Buy
+1,374
New +$266K 0.05% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Investment Solutions's MRSH Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in Marsh (MRSH) in Q3 2024: 1,019 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in MRSH as recently as Q4 2023.

First Trust Investment Solutions first reported a position in MRSH in Q4 2023 and has held it in 2 quarters since. The position peaked at $260K in Q4 2023. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • First Trust Investment Solutions held 1,019 shares of Marsh worth $227K as of Q3 2024.
  • Marsh was a new First Trust Investment Solutions position in Q3 2024.
  • Marsh made up 0.03% of First Trust Investment Solutions's portfolio in Q3 2024, its #264 holding.
  • First Trust Investment Solutions first reported a position in Marsh in Q4 2023 and has held it in 2 quarters since.
  • First Trust Investment Solutions's Marsh position peaked at $260K in Q4 2023.
  • 1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.