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L & S Advisors’s Marsh MRSH Stock Holding History

L & S Advisors’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
Q2 		– Sell
-9,157
Closed -$1.89M – 352
2024
Q1 		$1.89M Sell
9,157
-3,265
-26% -$651K 0.21% 129
2023
Q4 		$2.35M Buy
12,422
+4,129
+50% +$798K 0.29% 102
2023
Q3 		$1.58M Buy
+8,293
New +$1.59M 0.23% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

L & S Advisors's MRSH Position: Q2 2024 in Review

L & S Advisors sold out of Marsh (MRSH) in Q2 2024, closing a stake of 9,157 shares — an estimated $1.89M sold.

L & S Advisors first reported a position in MRSH in Q3 2023 and held it in 3 quarters. The position peaked at $2.35M in Q4 2023. 1,477 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • L & S Advisors reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • L & S Advisors sold 9,157 Marsh shares in Q2 2024, an estimated $1.89M.
  • L & S Advisors first reported a position in Marsh in Q3 2023 and held it in 3 quarters.
  • L & S Advisors's Marsh position peaked at $2.35M in Q4 2023.
  • 1,477 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on L & S Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.