LWA
MRSH

Lowe Wealth Advisors’s Marsh MRSH Stock Holding History

Lowe Wealth 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
Q1 		– Sell
-60
Closed -$11.4K – 315
2023
Q4 		$11.4K Sell
60
-40
-40% -$7.73K 0.01% 203
2023
Q3 		$19K Buy
+100
New +$19.2K 0.01% 158

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

Lowe Wealth Advisors's MRSH Position: Q1 2024 in Review

Lowe Wealth Advisors sold out of Marsh (MRSH) in Q1 2024, closing a stake of 60 shares — an estimated $11.4K sold.

Lowe Wealth Advisors first reported a position in MRSH in Q3 2023 and held it in 2 quarters. The position peaked at $19K in Q3 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Lowe Wealth Advisors reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 60 Marsh shares in Q1 2024, an estimated $11.4K.
  • Lowe Wealth Advisors first reported a position in Marsh in Q3 2023 and held it in 2 quarters.
  • Lowe Wealth Advisors's Marsh position peaked at $19K in Q3 2023.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Lowe Wealth Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.