GC
MRSH

Gratus Capital’s Marsh MRSH Stock Holding History

Gratus Capital’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
Q2 		$446K Buy
+2,117
New +$435K 0.02% 271
2020
Q1 		– Sell
-1,885
Closed -$210K – 200
2019
Q4 		$210K Buy
+1,885
New +$197K 0.03% 176

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

Gratus Capital's MRSH Position: Q2 2024 in Review

Gratus Capital opened a new position in Marsh (MRSH) in Q2 2024: 2,117 shares worth $446K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: Gratus Capital previously reported a position in MRSH as recently as Q4 2019.

Gratus Capital first reported a position in MRSH in Q4 2019 and has held it in 2 quarters since. 1,470 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Gratus Capital held 2,117 shares of Marsh worth $446K as of Q2 2024.
  • Marsh was a new Gratus Capital position in Q2 2024.
  • Marsh made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #271 holding.
  • Gratus Capital first reported a position in Marsh in Q4 2019 and has held it in 2 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.