NPP
MRSH

New Potomac Partners’s Marsh MRSH Stock Holding History

New Potomac Partners’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
Q3 		$317K Hold
1,420
– – 0.16% 75
2024
Q2 		$299K Hold
1,420
– – 0.16% 76
2024
Q1 		$293K Hold
1,420
– – 0.16% 76
2023
Q4 		$269K Buy
+1,420
New +$274K 0.16% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New Potomac Partners's MRSH Position: Q3 2024 in Review

New Potomac Partners held its Marsh (MRSH) position steady in Q3 2024 at 1,420 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #75.

New Potomac Partners first reported a position in MRSH in Q4 2023 and has held it in 4 quarters since. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • New Potomac Partners held 1,420 shares of Marsh worth $317K as of Q3 2024.
  • New Potomac Partners left its Marsh share count unchanged in Q3 2024.
  • Marsh made up 0.16% of New Potomac Partners's portfolio in Q3 2024, its #75 holding.
  • New Potomac Partners first reported a position in Marsh in Q4 2023 and has held it in 4 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.