GA
MRSH

Geller Advisors’s Marsh MRSH Stock Holding History

Geller 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
Q4 		$502K Sell
2,363
-84
-3% -$18.6K 0.03% 133
2024
Q3 		$546K Buy
2,447
+31
+1% +$6.88K 0.04% 131
2024
Q2 		$509K Buy
2,416
+149
+7% +$30.6K 0.04% 137
2024
Q1 		$467K Buy
2,267
+42
+2% +$8.37K 0.04% 158
2023
Q4 		$422K Sell
2,225
-83
-4% -$16K 0.04% 157
2023
Q3 		$439K Sell
2,308
-104
-4% -$19.9K 0.05% 135
2023
Q2 		$454K Sell
2,412
-312
-11% -$55.4K 0.06% 130
2023
Q1 		$454K Sell
2,724
-139
-5% -$23.2K 0.07% 76
2022
Q4 		$474K Buy
2,863
+30
+1% +$4.91K 0.08% 59
2022
Q3 		$423K Buy
2,833
+466
+20% +$74.8K 0.09% 58
2022
Q2 		$367K Sell
2,367
-2
-0.1% -$321 0.08% 72
2022
Q1 		$404K Buy
2,369
+201
+9% +$31.7K 0.08% 75
2021
Q4 		$377K Buy
2,168
+2
+0.1% +$332 0.07% 90
2021
Q3 		$328K Buy
2,166
+37
+2% +$5.6K 0.07% 97
2021
Q2 		$300K Buy
2,129
+2
+0.1% +$268 0.07% 92
2021
Q1 		$259K Buy
2,127
+350
+20% +$40.3K 0.06% 93
2020
Q4 		$248K Hold
1,777
– – 0.06% 95
2020
Q3 		$204K Sell
1,777
-163
-8% -$18.7K 0.06% 80
2020
Q2 		$208K Buy
+1,940
New +$196K 0.06% 77
2020
Q1 		– Sell
-2,187
Closed -$244K – 76
2019
Q4 		$244K Buy
+2,187
New +$228K 0.08% 45

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

Geller Advisors's MRSH Position: Q4 2024 in Review

Geller Advisors reduced its Marsh (MRSH) stake by 3.4% in Q4 2024, selling an estimated $18.6K and leaving 2,363 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #133.

Geller Advisors first reported a position in MRSH in Q4 2019 and has held it in 20 quarters since. The position peaked at $546K in Q3 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Geller Advisors held 2,363 shares of Marsh worth $502K as of Q4 2024.
  • Geller Advisors sold 84 Marsh shares in Q4 2024, an estimated $18.6K.
  • Marsh made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #133 holding.
  • Geller Advisors first reported a position in Marsh in Q4 2019 and has held it in 20 quarters since.
  • Geller Advisors's Marsh position peaked at $546K in Q3 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.