LSAG
MRSH

Lake Street Advisors Group’s Marsh MRSH Stock Holding History

Lake Street Advisors Group’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 		$1.05M Buy
4,935
+11
+0.2% +$2.44K 0.05% 220
2024
Q3 		$1.1M Buy
4,924
+57
+1% +$12.7K 0.05% 203
2024
Q2 		$1.03M Sell
4,867
-269
-5% -$55.3K 0.05% 211
2024
Q1 		$1.06M Buy
5,136
+98
+2% +$19.5K 0.05% 222
2023
Q4 		$955K Buy
+5,038
New +$974K 0.05% 227
2021
Q3 		– Sell
-3,127
Closed -$472K – 352
2021
Q2 		$472K Buy
3,127
+7
+0.2% +$939 0.03% 171
2021
Q1 		$380K Buy
3,120
+133
+4% +$15.3K 0.03% 195
2020
Q4 		$349K Sell
2,987
-133
-4% -$15.1K 0.03% 201
2020
Q3 		$358K Sell
3,120
-182
-6% -$20.9K 0.03% 178
2020
Q2 		$354K Buy
3,302
+66
+2% +$6.68K 0.04% 175
2020
Q1 		$280K Buy
3,236
+576
+22% +$61.4K 0.03% 186
2019
Q4 		$296K Buy
2,660
+7
+0.3% +$731 0.03% 188
2019
Q3 		$263K Buy
2,653
+158
+6% +$15.8K 0.03% 175
2019
Q2 		$249K Sell
2,495
-87
-3% -$8.32K 0.03% 178
2019
Q1 		$242K Buy
+2,582
New +$228K 0.03% 181
2018
Q4 		– Sell
-3,013
Closed -$249K – 212
2018
Q3 		$249K Sell
3,013
-609
-17% -$51.6K 0.03% 165
2018
Q2 		$297K Buy
3,622
+181
+5% +$14.8K 0.03% 227
2018
Q1 		$284K Sell
3,441
-22
-0.6% -$1.82K 0.03% 212
2017
Q4 		$282K Buy
+3,463
New +$288K 0.03% 231

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lake Street Advisors Group's MRSH Position: Q4 2024 in Review

Lake Street Advisors Group increased its Marsh (MRSH) stake by 0.22% in Q4 2024, buying an estimated $2.44K and bringing the position to 4,935 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #220.

Lake Street Advisors Group first reported a position in MRSH in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2024. 1,574 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Lake Street Advisors Group held 4,935 shares of Marsh worth $1.05M as of Q4 2024.
  • Lake Street Advisors Group bought 11 Marsh shares in Q4 2024, an estimated $2.44K.
  • Marsh made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #220 holding.
  • Lake Street Advisors Group first reported a position in Marsh in Q4 2017 and has held it in 19 quarters since.
  • Lake Street Advisors Group's Marsh position peaked at $1.1M in Q3 2024.
  • 1,574 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.