IGWM
MRSH

ICA Group Wealth Management’s Marsh MRSH Stock Holding History

ICA Group Wealth Management’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 		$20K Sell
95
-1,126
-92% -$231K 0.01% 357
2024
Q1 		$252K Sell
1,221
-5
-0.4% -$996 0.05% 243
2023
Q4 		$232K Buy
1,226
+116
+10% +$22.4K 0.05% 234
2023
Q3 		$211K Buy
1,110
+15
+1% +$2.88K 0.06% 217
2023
Q2 		$206K Sell
1,095
-5
-0.5% -$887 0.05% 225
2023
Q1 		$183K Buy
1,100
+87
+9% +$14.5K 0.04% 249
2022
Q4 		$168K Sell
1,013
-1,426
-58% -$233K 0.04% 278
2022
Q3 		$364K Buy
2,439
+58
+2% +$9.31K 0.08% 231
2022
Q2 		$409K Buy
2,381
+51
+2% +$8.17K 0.08% 221
2022
Q1 		$368K Buy
+2,330
New +$367K 0.07% 234

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

ICA Group Wealth Management's MRSH Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Marsh (MRSH) stake by 92% in Q2 2024, selling an estimated $231K and leaving 95 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #357.

ICA Group Wealth Management first reported a position in MRSH in Q1 2022 and has held it in 10 quarters since. The position peaked at $409K in Q2 2022. 1,470 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • ICA Group Wealth Management held 95 shares of Marsh worth $20K as of Q2 2024.
  • ICA Group Wealth Management sold 1,126 Marsh shares in Q2 2024, an estimated $231K.
  • Marsh made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #357 holding.
  • ICA Group Wealth Management first reported a position in Marsh in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's Marsh position peaked at $409K in Q2 2022.
  • 1,470 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.