MAM
MRSH

Magellan Asset Management’s Marsh MRSH Stock Holding History

Magellan Asset Management’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
-983
Closed -$186K – 156
2023
Q4 		$186K Hold
983
– – ﹤0.01% 104
2023
Q3 		$187K Hold
983
– – ﹤0.01% 95
2023
Q2 		$185K Sell
983
-49
-5% -$8.7K ﹤0.01% 98
2023
Q1 		$172K Sell
1,032
-11
-1% -$1.83K ﹤0.01% 99
2022
Q4 		$173K Sell
1,043
-294
-22% -$48.1K ﹤0.01% 96
2022
Q3 		$200K Buy
1,337
+29
+2% +$4.65K ﹤0.01% 101
2022
Q2 		$203K Sell
1,308
-81
-6% -$13K ﹤0.01% 96
2022
Q1 		$237K Sell
1,389
-100
-7% -$15.8K ﹤0.01% 96
2021
Q4 		$259K Buy
1,489
+265
+22% +$44K ﹤0.01% 97
2021
Q3 		$185K Buy
1,224
+341
+39% +$51.6K ﹤0.01% 99
2021
Q2 		$124K Buy
883
+183
+26% +$24.5K ﹤0.01% 99
2021
Q1 		$85K Hold
700
– – ﹤0.01% 101
2020
Q4 		$82K Buy
700
+541
+340% +$61.5K ﹤0.01% 96
2020
Q3 		$18K Buy
+159
New +$18.2K ﹤0.01% 97
2017
Q1 		– Sell
-207
Closed -$14K – 81
2016
Q4 		$14K Buy
+207
New +$13.9K ﹤0.01% 82

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

Magellan Asset Management's MRSH Position: Q1 2024 in Review

Magellan Asset Management sold out of Marsh (MRSH) in Q1 2024, closing a stake of 983 shares — an estimated $186K sold.

Magellan Asset Management first reported a position in MRSH in Q4 2016 and held it in 15 quarters. The position peaked at $259K in Q4 2021. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Magellan Asset Management reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Magellan Asset Management sold 983 Marsh shares in Q1 2024, an estimated $186K.
  • Magellan Asset Management first reported a position in Marsh in Q4 2016 and held it in 15 quarters.
  • Magellan Asset Management's Marsh position peaked at $259K in Q4 2021.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Magellan Asset Management's 13F filing for Q1 2024, filed 14 May 2024.