Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,171
Closed -$247K 159
2024
Q2
$247K Buy
+1,171
New +$241K 0.03% 149
2020
Q2
Sell
-3,677
Closed -$318K 275
2020
Q1
$318K Buy
+3,677
New +$392K 0.04% 200

Other funds holding MRSH

MainStreet Investment Advisors's MRSH Position: Q3 2024 in Review

MainStreet Investment Advisors sold out of Marsh (MRSH) in Q3 2024, closing a stake of 1,171 shares — an estimated $247K sold.

MainStreet Investment Advisors first reported a position in MRSH in Q1 2020 and held it in 2 quarters. The position peaked at $318K in Q1 2020. 1,526 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • MainStreet Investment Advisors reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • MainStreet Investment Advisors sold 1,171 Marsh shares in Q3 2024, an estimated $247K.
  • MainStreet Investment Advisors first reported a position in Marsh in Q1 2020 and held it in 2 quarters.
  • MainStreet Investment Advisors's Marsh position peaked at $318K in Q1 2020.
  • 1,526 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on MainStreet Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.