KIA
MRSH

Knollwood Investment Advisory’s Marsh MRSH Stock Holding History

Knollwood Investment Advisory’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
Q4 		– Sell
-8,430
Closed -$1.88M – 362
2024
Q3 		$1.88M Hold
8,430
– – 0.2% 121
2024
Q2 		$1.78M Buy
8,430
+2,889
+52% +$593K 0.2% 122
2024
Q1 		$1.14M Hold
5,541
– – 0.21% 94
2023
Q4 		$1.05M Buy
+5,541
New +$1.07M 0.22% 94

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Knollwood Investment Advisory's MRSH Position: Q4 2024 in Review

Knollwood Investment Advisory sold out of Marsh (MRSH) in Q4 2024, closing a stake of 8,430 shares — an estimated $1.88M sold.

Knollwood Investment Advisory first reported a position in MRSH in Q4 2023 and held it in 4 quarters. The position peaked at $1.88M in Q3 2024. 1,575 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Knollwood Investment Advisory reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Knollwood Investment Advisory sold 8,430 Marsh shares in Q4 2024, an estimated $1.88M.
  • Knollwood Investment Advisory first reported a position in Marsh in Q4 2023 and held it in 4 quarters.
  • Knollwood Investment Advisory's Marsh position peaked at $1.88M in Q3 2024.
  • 1,575 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Knollwood Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.