FWIA
MRSH

Fort Washington Investment Advisors’s Marsh MRSH Stock Holding History

Fort Washington Investment 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
-1,291
Closed -$272K – 414
2024
Q2 		$272K Sell
1,291
-17
-1% -$3.49K ﹤0.01% 375
2024
Q1 		$269K Buy
1,308
+19
+1% +$3.79K ﹤0.01% 377
2023
Q4 		$244K Buy
+1,289
New +$249K ﹤0.01% 373

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

Fort Washington Investment Advisors's MRSH Position: Q3 2024 in Review

Fort Washington Investment Advisors sold out of Marsh (MRSH) in Q3 2024, closing a stake of 1,291 shares — an estimated $272K sold.

Fort Washington Investment Advisors first reported a position in MRSH in Q4 2023 and held it in 3 quarters. The position peaked at $272K in Q2 2024. 1,526 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Fort Washington Investment Advisors reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 1,291 Marsh shares in Q3 2024, an estimated $272K.
  • Fort Washington Investment Advisors first reported a position in Marsh in Q4 2023 and held it in 3 quarters.
  • Fort Washington Investment Advisors's Marsh position peaked at $272K in Q2 2024.
  • 1,526 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.