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HBC Financial Services’s Marsh MRSH Stock Holding History

HBC Financial Services’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 		$5K Hold
28
– – ﹤0.01% 134
2024
Q3 		$6K Buy
+28
New +$6.21K ﹤0.01% 129

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBC Financial Services's MRSH Position: Q4 2024 in Review

HBC Financial Services held its Marsh (MRSH) position steady in Q4 2024 at 28 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

HBC Financial Services first reported a position in MRSH in Q3 2024 and has held it in 2 quarters since. The position peaked at $6K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • HBC Financial Services held 28 shares of Marsh worth $5K as of Q4 2024.
  • HBC Financial Services left its Marsh share count unchanged in Q4 2024.
  • Marsh made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #134 holding.
  • HBC Financial Services first reported a position in Marsh in Q3 2024 and has held it in 2 quarters since.
  • HBC Financial Services's Marsh position peaked at $6K in Q3 2024.
  • 1,579 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.