JWM
MRSH

Janiczek Wealth Management’s Marsh MRSH Stock Holding History

Janiczek 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 		$80.3K Buy
381
+58
+18% +$11.9K 0.02% 323
2024
Q1 		$66.5K Buy
323
+23
+8% +$4.58K 0.01% 368
2023
Q4 		$56.8K Sell
300
-95
-24% -$18.4K 0.01% 371
2023
Q3 		$75.2K Buy
395
+264
+202% +$50.6K 0.02% 299
2023
Q2 		$24.6K Hold
131
– – 0.01% 434
2023
Q1 		$22.7K Sell
131
-2
-2% -$333 0.01% 437
2022
Q4 		$23.2K Hold
133
– – 0.01% 437
2022
Q3 		$20K Buy
133
+29
+28% +$4.65K 0.01% 451
2022
Q2 		$17K Hold
104
– – 0.01% 494
2022
Q1 		$18K Sell
104
-15
-13% -$2.37K 0.01% 476
2021
Q4 		$21K Buy
119
+10
+9% +$1.66K 0.01% 473
2021
Q3 		$17K Buy
109
+14
+15% +$2.12K 0.01% 487
2021
Q2 		$13K Buy
95
+20
+27% +$2.68K ﹤0.01% 516
2021
Q1 		$9K Buy
75
+43
+134% +$4.95K ﹤0.01% 555
2020
Q4 		$4K Buy
32
+7
+28% +$795 ﹤0.01% 628
2020
Q3 		$3K Sell
25
-53
-68% -$6.07K ﹤0.01% 452
2020
Q2 		$8K Buy
+78
New +$7.9K ﹤0.01% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janiczek Wealth Management's MRSH Position: Q2 2024 in Review

Janiczek Wealth Management increased its Marsh (MRSH) stake by 18% in Q2 2024, buying an estimated $11.9K and bringing the position to 381 shares worth $80.3K. The position accounts for 0.02% of the portfolio, ranked #323.

Janiczek Wealth Management first reported a position in MRSH in Q2 2020 and has held it in 17 quarters since. 1,476 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Janiczek Wealth Management held 381 shares of Marsh worth $80.3K as of Q2 2024.
  • Janiczek Wealth Management bought 58 Marsh shares in Q2 2024, an estimated $11.9K.
  • Marsh made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #323 holding.
  • Janiczek Wealth Management first reported a position in Marsh in Q2 2020 and has held it in 17 quarters since.
  • 1,476 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.