HGERS
MRSH

Householder Group Estate & Retirement Specialist’s Marsh MRSH Stock Holding History

Householder Group Estate & Retirement Specialist’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
-56
Closed -$12K – 935
2024
Q3 		$12K Hold
56
– – ﹤0.01% 786
2024
Q2 		$11K Buy
56
+48
+600% +$9.86K ﹤0.01% 799
2024
Q1 		$1.65K Hold
8
– – ﹤0.01% 1074
2023
Q4 		$1K Hold
8
– – ﹤0.01% 1077
2023
Q3 		$1.52K Buy
+8
New +$1.53K ﹤0.01% 1107
2023
Q1 		$1K Buy
+8
New +$1.33K ﹤0.01% 1161

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 $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 $315B AUM 27.84% 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

Householder Group Estate & Retirement Specialist's MRSH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Marsh (MRSH) in Q4 2024, closing a stake of 56 shares — an estimated $12K sold.

Householder Group Estate & Retirement Specialist first reported a position in MRSH in Q1 2023 and held it in 6 quarters. The position peaked at $12K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 56 Marsh shares in Q4 2024, an estimated $12K.
  • Householder Group Estate & Retirement Specialist first reported a position in Marsh in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Marsh position peaked at $12K in Q3 2024.
  • 1,575 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.