Jay D. Rosenbaum’s Marsh MRSH Stock Holding History

Jay D. Rosenbaum’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 Q1	–	Sell	-2,635	Closed	-$499K	–	49
2023 Q4	$499K	Buy	+2,635	New	+$509K	1.29%	31

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jay D. Rosenbaum's MRSH Position: Q1 2024 in Review

Jay D. Rosenbaum sold out of Marsh (MRSH) in Q1 2024, closing a stake of 2,635 shares — an estimated $499K sold.

Jay D. Rosenbaum first reported a position in MRSH in Q4 2023 and held it in 1 quarter. The position peaked at $499K in Q4 2023. 1,443 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Jay D. Rosenbaum reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Jay D. Rosenbaum sold 2,635 Marsh shares in Q1 2024, an estimated $499K.
Jay D. Rosenbaum first reported a position in Marsh in Q4 2023 and held it in 1 quarter.
Jay D. Rosenbaum's Marsh position peaked at $499K in Q4 2023.
1,443 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Jay D. Rosenbaum's 13F filing for Q1 2024, filed 15 May 2024.