IFAM
MRSH

Institutional & Family Asset Management’s Marsh MRSH Stock Holding History

Institutional & Family Asset 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 		$37.3K Sell
177
-12
-6% -$2.46K 0.01% 268
2024
Q1 		$38.9K Sell
189
-1
-0.5% -$199 0.01% 262
2023
Q4 		$36K Hold
190
– – 0.01% 260
2023
Q3 		$36.2K Sell
190
-12
-6% -$2.3K 0.01% 242
2023
Q2 		$38K Sell
202
-1
-0.5% -$177 0.01% 248
2023
Q1 		$33.8K Buy
203
+41
+25% +$6.83K 0.01% 251
2022
Q4 		$26.8K Buy
+162
New +$26.5K ﹤0.01% 277

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

Institutional & Family Asset Management's MRSH Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Marsh (MRSH) stake by 6.3% in Q2 2024, selling an estimated $2.46K and leaving 177 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #268.

Institutional & Family Asset Management first reported a position in MRSH in Q4 2022 and has held it in 7 quarters since. The position peaked at $38.9K in Q1 2024. 1,471 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Institutional & Family Asset Management held 177 shares of Marsh worth $37.3K as of Q2 2024.
  • Institutional & Family Asset Management sold 12 Marsh shares in Q2 2024, an estimated $2.46K.
  • Marsh made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #268 holding.
  • Institutional & Family Asset Management first reported a position in Marsh in Q4 2022 and has held it in 7 quarters since.
  • Institutional & Family Asset Management's Marsh position peaked at $38.9K in Q1 2024.
  • 1,471 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.