Icon Advisers’s Marsh MRSH Stock Holding History

Icon Advisers’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	-4,000	Closed	-$892K	–	193
2024 Q3	$892K	Sell	4,000 -7,500	-65%	-$1.66M	0.19%	147
2024 Q2	$2.42M	Hold	11,500	–	–	0.54%	85
2024 Q1	$2.34M	Hold	11,500	–	–	0.51%	84
2023 Q4	$2.18M	Hold	11,500	–	–	0.5%	82
2023 Q3	$2.18M	Hold	11,500	–	–	0.54%	70
2023 Q2	$2.16M	Hold	11,500	–	–	0.55%	73
2023 Q1	$1.92M	Hold	11,500	–	–	0.49%	85
2022 Q4	$1.9M	Hold	11,500	–	–	0.49%	84
2022 Q3	$1.72M	Sell	11,500 -2,100	-15%	-$337K	0.47%	79
2022 Q2	$2.11M	Buy	13,600 +6,300	+86%	+$1.01M	0.49%	83
2022 Q1	$1.24M	Hold	7,300	–	–	0.21%	145
2021 Q4	$1.27M	Buy	7,300 +2,600	+55%	+$432K	0.2%	142
2021 Q3	$712K	Hold	4,700	–	–	0.12%	156
2021 Q2	$661K	Hold	4,700	–	–	0.11%	160
2021 Q1	$572K	Hold	4,700	–	–	0.09%	169
2020 Q4	$550K	Hold	4,700	–	–	0.1%	159
2020 Q3	$539K	Sell	4,700 -6,900	-59%	-$791K	0.11%	165
2020 Q2	$1.25M	Hold	11,600	–	–	0.24%	134
2020 Q1	$1M	Hold	11,600	–	–	0.22%	140
2019 Q4	$1.29M	Buy	+11,600	New	+$1.21M	0.18%	164

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Icon Advisers's MRSH Position: Q4 2024 in Review

Icon Advisers sold out of Marsh (MRSH) in Q4 2024, closing a stake of 4,000 shares — an estimated $892K sold.

Icon Advisers first reported a position in MRSH in Q4 2019 and held it in 20 quarters. The position peaked at $2.42M in Q2 2024. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

Icon Advisers reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
Icon Advisers sold 4,000 Marsh shares in Q4 2024, an estimated $892K.
Icon Advisers first reported a position in Marsh in Q4 2019 and held it in 20 quarters.
Icon Advisers's Marsh position peaked at $2.42M in Q2 2024.
1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Icon Advisers's 13F filing for Q4 2024, filed 13 Feb 2025.