HGA
MRSH

Hobbs Group Advisors’s Marsh MRSH Stock Holding History

Hobbs Group 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 		– Sell
-256
Closed -$57.1K – 430
2024
Q3 		$57.1K Hold
256
– – 0.02% 235
2024
Q2 		$53.9K Buy
+256
New +$52.6K 0.02% 226
2023
Q4 		$48.4K Buy
+255
New +$49.3K 0.02% 211

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 $3.37T AUM 44.26% 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

Hobbs Group Advisors's MRSH Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Marsh (MRSH) in Q4 2024, closing a stake of 256 shares — an estimated $57.1K sold.

Hobbs Group Advisors first reported a position in MRSH in Q4 2023 and held it in 3 quarters. The position peaked at $57.1K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 256 Marsh shares in Q4 2024, an estimated $57.1K.
  • Hobbs Group Advisors first reported a position in Marsh in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Marsh position peaked at $57.1K in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.