Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,651
Closed -$591K 74
2024
Q3
$591K Sell
2,651
-254
-9% -$56.4K 0.28% 47
2024
Q2
$612K Buy
2,905
+202
+7% +$41.5K 0.31% 47
2024
Q1
$557K Buy
2,703
+21
+0.8% +$4.18K 0.31% 53
2023
Q4
$508K Buy
2,682
+247
+10% +$47.7K 0.3% 52
2023
Q3
$463K Buy
+2,435
New +$467K 0.25% 53

Other funds holding MRSH

Fluent Financial's MRSH Position: Q4 2024 in Review

Fluent Financial sold out of Marsh (MRSH) in Q4 2024, closing a stake of 2,651 shares — an estimated $591K sold.

Fluent Financial first reported a position in MRSH in Q3 2023 and held it in 5 quarters. The position peaked at $612K in Q2 2024. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Fluent Financial reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Fluent Financial sold 2,651 Marsh shares in Q4 2024, an estimated $591K.
  • Fluent Financial first reported a position in Marsh in Q3 2023 and held it in 5 quarters.
  • Fluent Financial's Marsh position peaked at $612K in Q2 2024.
  • 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Fluent Financial's 13F filing for Q4 2024, filed 3 Mar 2025.