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Northwest Financial Advisors’s Marsh MRSH Stock Holding History

Northwest Financial Advisors’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
-496
Closed -$111K – 368
2024
Q3 		$111K Buy
+496
New +$110K 0.09% 147
2024
Q1 		– Sell
-493
Closed -$93.4K – 347
2023
Q4 		$93.4K Buy
+493
New +$95.3K 0.08% 148

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwest Financial Advisors's MRSH Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Marsh (MRSH) in Q4 2024, closing a stake of 496 shares — an estimated $111K sold.

Northwest Financial Advisors first reported a position in MRSH in Q4 2023 and held it in 2 quarters. The position peaked at $111K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 496 Marsh shares in Q4 2024, an estimated $111K.
  • Northwest Financial Advisors first reported a position in Marsh in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Marsh position peaked at $111K in Q3 2024.
  • 1,579 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.