MRWM
MRSH

ML&R Wealth Management’s Marsh MRSH Stock Holding History

ML&R Wealth 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 		$303K Hold
1,473
– – 0.07% 57
2023
Q4 		$279K Buy
1,473
+29
+2% +$5.6K 0.06% 62
2023
Q3 		$275K Buy
1,444
+42
+3% +$8.05K 0.07% 55
2023
Q2 		$264K Buy
1,402
+94
+7% +$16.7K 0.06% 79
2023
Q1 		$218K Buy
1,308
+79
+6% +$13.2K 0.06% 64
2022
Q4 		$203K Buy
+1,229
New +$201K 0.06% 55
2022
Q2 		– Sell
-1,219
Closed -$208K – 60
2022
Q1 		$208K Buy
1,219
+19
+2% +$3K 0.08% 47
2021
Q4 		$209K Buy
+1,200
New +$199K 0.08% 46

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ML&R Wealth Management's MRSH Position: Q1 2024 in Review

ML&R Wealth Management held its Marsh (MRSH) position steady in Q1 2024 at 1,473 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #57.

ML&R Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 8 quarters since. 1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • ML&R Wealth Management held 1,473 shares of Marsh worth $303K as of Q1 2024.
  • ML&R Wealth Management left its Marsh share count unchanged in Q1 2024.
  • Marsh made up 0.07% of ML&R Wealth Management's portfolio in Q1 2024, its #57 holding.
  • ML&R Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 8 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.