HF
MRSH

Halpern Financial’s Marsh MRSH Stock Holding History

Halpern Financial’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 		$3.57K Hold
16
– – ﹤0.01% 193
2024
Q2 		$3.37K Buy
+16
New +$3.29K ﹤0.01% 189
2021
Q2 		– Sell
-7
Closed -$853 – 253
2021
Q1 		$853 Sell
7
-93
-93% -$10.7K ﹤0.01% 236
2020
Q4 		$11.7K Hold
100
– – 0.01% 114
2020
Q3 		$11.5K Hold
100
– – 0.01% 104
2020
Q2 		$10.7K Hold
100
– – 0.01% 94
2020
Q1 		$8.65K Hold
100
– – 0.01% 90
2019
Q4 		$11.1K Buy
+100
New +$10.4K 0.01% 112

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

Halpern Financial's MRSH Position: Q3 2024 in Review

Halpern Financial held its Marsh (MRSH) position steady in Q3 2024 at 16 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Halpern Financial first reported a position in MRSH in Q4 2019 and has held it in 8 quarters since. The position peaked at $11.7K in Q4 2020. 1,526 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Halpern Financial held 16 shares of Marsh worth $3.57K as of Q3 2024.
  • Halpern Financial left its Marsh share count unchanged in Q3 2024.
  • Marsh made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #193 holding.
  • Halpern Financial first reported a position in Marsh in Q4 2019 and has held it in 8 quarters since.
  • Halpern Financial's Marsh position peaked at $11.7K in Q4 2020.
  • 1,526 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.