Lee, Danner & Bass’s Marsh MRSH Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-231	Closed	-$49.1K	–	530
2024 Q4	$49.1K	Buy	+231	New	+$51.2K	﹤0.01%	352

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee, Danner & Bass's MRSH Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Marsh (MRSH) in Q1 2025, closing a stake of 231 shares — an estimated $49.1K sold.

Lee, Danner & Bass first reported a position in MRSH in Q4 2024 and held it in 1 quarter. The position peaked at $49.1K in Q4 2024. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

Lee, Danner & Bass reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 231 Marsh shares in Q1 2025, an estimated $49.1K.
Lee, Danner & Bass first reported a position in Marsh in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Marsh position peaked at $49.1K in Q4 2024.
1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.