KC
MRSH

Kingfisher Capital’s Marsh MRSH Stock Holding History

Kingfisher Capital’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 		$222K Sell
995
-47
-5% -$10.4K 0.05% 166
2024
Q2 		$220K Buy
1,042
+47
+5% +$9.65K 0.05% 160
2024
Q1 		$205K Buy
+995
New +$198K 0.05% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kingfisher Capital's MRSH Position: Q3 2024 in Review

Kingfisher Capital reduced its Marsh (MRSH) stake by 4.5% in Q3 2024, selling an estimated $10.4K and leaving 995 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #166.

Kingfisher Capital first reported a position in MRSH in Q1 2024 and has held it in 3 quarters since. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Kingfisher Capital held 995 shares of Marsh worth $222K as of Q3 2024.
  • Kingfisher Capital sold 47 Marsh shares in Q3 2024, an estimated $10.4K.
  • Marsh made up 0.05% of Kingfisher Capital's portfolio in Q3 2024, its #166 holding.
  • Kingfisher Capital first reported a position in Marsh in Q1 2024 and has held it in 3 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.