Moloney Securities Asset Management’s Marsh MRSH Stock Holding History

Moloney Securities 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 Q2	–	Sell	-4,375	Closed	-$901K	–	490
2024 Q1	$901K	Sell	4,375 -67	-2%	-$13.4K	0.14%	181
2023 Q4	$842K	Buy	4,442 +255	+6%	+$49.3K	0.13%	188
2023 Q3	$797K	Buy	+4,187	New	+$802K	0.14%	180
2022 Q3	–	Sell	-4,998	Closed	-$776K	–	392
2022 Q2	$776K	Sell	4,998 -926	-16%	-$148K	0.18%	151
2022 Q1	$1.01M	Buy	5,924 +261	+5%	+$41.1K	0.2%	134
2021 Q4	$984K	Sell	5,663 -398	-7%	-$66.1K	0.17%	148
2021 Q3	$918K	Buy	+6,061	New	+$917K	0.17%	163
2021 Q1	–	Sell	-5,612	Closed	-$657K	–	420
2020 Q4	$657K	Buy	5,612 +1,326	+31%	+$151K	0.15%	169
2020 Q3	$492K	Buy	+4,286	New	+$491K	0.13%	173

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Moloney Securities Asset Management's MRSH Position: Q2 2024 in Review

Moloney Securities Asset Management sold out of Marsh (MRSH) in Q2 2024, closing a stake of 4,375 shares — an estimated $901K sold.

Moloney Securities Asset Management first reported a position in MRSH in Q3 2020 and held it in 9 quarters. The position peaked at $1.01M in Q1 2022. 1,476 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

Moloney Securities Asset Management reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 4,375 Marsh shares in Q2 2024, an estimated $901K.
Moloney Securities Asset Management first reported a position in Marsh in Q3 2020 and held it in 9 quarters.
Moloney Securities Asset Management's Marsh position peaked at $1.01M in Q1 2022.
1,476 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Moloney Securities Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.