Kelly Lawrence W & Associates’s Marsh MRSH Stock Holding History

Kelly Lawrence W & Associates’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	-900	Closed	-$171K	–	183
2023 Q4	$171K	Hold	900	–	–	0.04%	85
2023 Q3	$171K	Hold	900	–	–	0.05%	79
2023 Q2	$163K	Hold	900	–	–	0.04%	80
2023 Q1	$150K	Hold	900	–	–	0.04%	80
2022 Q4	$149K	Hold	900	–	–	0.04%	78
2022 Q3	$134K	Hold	900	–	–	0.04%	93
2022 Q2	$140K	Hold	900	–	–	0.04%	88
2022 Q1	$153K	Hold	900	–	–	0.03%	83
2021 Q4	$156K	Hold	900	–	–	0.03%	85
2021 Q3	$136K	Hold	900	–	–	0.03%	87
2021 Q2	$127K	Hold	900	–	–	0.03%	91
2021 Q1	$110K	Buy	+900	New	+$104K	0.03%	92
2020 Q4	–	Sell	-1,200	Closed	-$138K	–	112
2020 Q3	$138K	Hold	1,200	–	–	0.04%	67
2020 Q2	$129K	Hold	1,200	–	–	0.03%	69
2020 Q1	$104K	Sell	1,200 -200	-14%	-$21.3K	0.03%	77
2019 Q4	$156K	Sell	1,400 -400	-22%	-$41.8K	0.02%	83
2019 Q3	$180K	Sell	1,800 -200	-10%	-$20K	0.03%	81
2019 Q2	$199K	Buy	+2,000	New	+$191K	0.03%	82
2016 Q2	–	Sell	-1,700	Closed	-$103K	–	188
2016 Q1	$103K	Sell	1,700 -1,700	-50%	-$95.2K	0.03%	107
2015 Q4	$189K	Buy	3,400 +2,500	+278%	+$138K	0.04%	91
2015 Q3	$47K	Buy	+900	New	+$50.3K	0.01%	117

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Lawrence W & Associates's MRSH Position: Q1 2024 in Review

Kelly Lawrence W & Associates sold out of Marsh (MRSH) in Q1 2024, closing a stake of 900 shares — an estimated $171K sold.

Kelly Lawrence W & Associates first reported a position in MRSH in Q3 2015 and held it in 21 quarters. The position peaked at $199K in Q2 2019. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Kelly Lawrence W & Associates reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Kelly Lawrence W & Associates sold 900 Marsh shares in Q1 2024, an estimated $171K.
Kelly Lawrence W & Associates first reported a position in Marsh in Q3 2015 and held it in 21 quarters.
Kelly Lawrence W & Associates's Marsh position peaked at $199K in Q2 2019.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2024, filed 15 May 2024.