MFG
MRSH

Mendota Financial Group’s Marsh MRSH Stock Holding History

Mendota Financial 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 		– Sell
-1
Closed -$224 – 851
2024
Q3 		$224 Buy
+1
New +$222 ﹤0.01% 592

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 $298B AUM 21.96% 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

Mendota Financial Group's MRSH Position: Q4 2024 in Review

Mendota Financial Group sold out of Marsh (MRSH) in Q4 2024, closing a stake of 1 share — an estimated $224 sold.

Mendota Financial Group first reported a position in MRSH in Q3 2024 and held it in 1 quarter. The position peaked at $224 in Q3 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Mendota Financial Group reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 Marsh share in Q4 2024, an estimated $224.
  • Mendota Financial Group first reported a position in Marsh in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Marsh position peaked at $224 in Q3 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.