MIS
MRSH

Morningstar Investment Services’s Marsh MRSH Stock Holding History

Morningstar Investment Services’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
-3,445
Closed -$771K – 298
2024
Q3 		$771K Buy
3,445
+1,827
+113% +$406K 0.01% 231
2024
Q2 		$341K Buy
1,618
+454
+39% +$93.3K ﹤0.01% 297
2024
Q1 		$239K Sell
1,164
-628
-35% -$125K ﹤0.01% 319
2023
Q4 		$338K Buy
+1,792
New +$346K ﹤0.01% 333

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
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 $1.88T AUM 44.46% 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 $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morningstar Investment Services's MRSH Position: Q4 2024 in Review

Morningstar Investment Services sold out of Marsh (MRSH) in Q4 2024, closing a stake of 3,445 shares — an estimated $771K sold.

Morningstar Investment Services first reported a position in MRSH in Q4 2023 and held it in 4 quarters. The position peaked at $771K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Morningstar Investment Services reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,445 Marsh shares in Q4 2024, an estimated $771K.
  • Morningstar Investment Services first reported a position in Marsh in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Marsh position peaked at $771K in Q3 2024.
  • 1,575 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.