K.J. Harrison & Partners’s Marsh MRSH Stock Holding History

K.J. Harrison & 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 Q3	–	Sell	-10,000	Closed	-$2.11M	–	223
2024 Q2	$2.11M	Sell	10,000 -2,000	-17%	-$411K	0.35%	75
2024 Q1	$2.47M	Buy	+12,000	New	+$2.39M	0.38%	73

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

K.J. Harrison & Partners's MRSH Position: Q3 2024 in Review

K.J. Harrison & Partners sold out of Marsh (MRSH) in Q3 2024, closing a stake of 10,000 shares — an estimated $2.11M sold.

K.J. Harrison & Partners first reported a position in MRSH in Q1 2024 and held it in 2 quarters. The position peaked at $2.47M in Q1 2024. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

K.J. Harrison & Partners reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
K.J. Harrison & Partners sold 10,000 Marsh shares in Q3 2024, an estimated $2.11M.
K.J. Harrison & Partners first reported a position in Marsh in Q1 2024 and held it in 2 quarters.
K.J. Harrison & Partners's Marsh position peaked at $2.47M in Q1 2024.
1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on K.J. Harrison & Partners's 13F filing for Q3 2024, filed 25 Oct 2024.