JIP
MRSH

Jaffetilchin Investment Partners’s Marsh MRSH Stock Holding History

Jaffetilchin Investment Partners’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
-106
Closed -$23.6K – 915
2024
Q3 		$23.6K Buy
+106
New +$23.5K ﹤0.01% 730
2017
Q2 		– Sell
-4,917
Closed -$363K – 267
2017
Q1 		$363K Buy
4,917
+116
+2% +$8.29K 0.09% 182
2016
Q4 		$324K Buy
+4,801
New +$322K 0.1% 180
2015
Q2 		– Sell
-3,634
Closed -$204K – 231
2015
Q1 		$204K Sell
3,634
-13,466
-79% -$759K 0.06% 208
2014
Q4 		$979K Buy
17,100
+9,062
+113% +$497K 0.33% 53
2014
Q3 		$421K Buy
+8,038
New +$419K 0.15% 98
2014
Q2 		– Sell
-6,936
Closed -$342K – 227
2014
Q1 		$342K Sell
6,936
-6,303
-48% -$302K 0.13% 127
2013
Q4 		$640K Buy
13,239
+6,713
+103% +$311K 0.32% 75
2013
Q3 		$284K Sell
6,526
-9,128
-58% -$384K 0.17% 136
2013
Q2 		$625K Buy
+15,654
New +$613K 0.43% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jaffetilchin Investment Partners's MRSH Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Marsh (MRSH) in Q4 2024, closing a stake of 106 shares — an estimated $23.6K sold.

Jaffetilchin Investment Partners first reported a position in MRSH in Q2 2013 and held it in 10 quarters. The position peaked at $979K in Q4 2014. 1,574 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 106 Marsh shares in Q4 2024, an estimated $23.6K.
  • Jaffetilchin Investment Partners first reported a position in Marsh in Q2 2013 and held it in 10 quarters.
  • Jaffetilchin Investment Partners's Marsh position peaked at $979K in Q4 2014.
  • 1,574 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.