GA
MRSH

Gateway Advisory’s Marsh MRSH Stock Holding History

Gateway Advisory’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
-1,572
Closed -$331K – 136
2024
Q2 		$331K Buy
+1,572
New +$323K 0.06% 114
2023
Q4 		– Sell
-1,572
Closed -$299K – 136
2023
Q3 		$299K Buy
+1,572
New +$301K 0.06% 71
2021
Q4 		– Sell
-1,572
Closed -$238K – 114
2021
Q3 		$238K Buy
+1,572
New +$238K 0.05% 101

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

Gateway Advisory's MRSH Position: Q3 2024 in Review

Gateway Advisory sold out of Marsh (MRSH) in Q3 2024, closing a stake of 1,572 shares — an estimated $331K sold.

Gateway Advisory first reported a position in MRSH in Q3 2021 and held it in 3 quarters. The position peaked at $331K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Gateway Advisory reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Gateway Advisory sold 1,572 Marsh shares in Q3 2024, an estimated $331K.
  • Gateway Advisory first reported a position in Marsh in Q3 2021 and held it in 3 quarters.
  • Gateway Advisory's Marsh position peaked at $331K in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.