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Pacific Capital Wealth Advisors’s Marsh MRSH Stock Holding History

Pacific Capital Wealth 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
-106
Closed -$23.6K – 452
2024
Q3 		$23.6K Buy
106
+5
+5% +$1.11K ﹤0.01% 218
2024
Q2 		$21.3K Buy
101
+82
+432% +$16.8K ﹤0.01% 227
2024
Q1 		$3.91K Buy
+19
New +$3.79K ﹤0.01% 348

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

Pacific Capital Wealth Advisors's MRSH Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Marsh (MRSH) in Q4 2024, closing a stake of 106 shares — an estimated $23.6K sold.

Pacific Capital Wealth Advisors first reported a position in MRSH in Q1 2024 and held it in 3 quarters. The position peaked at $23.6K in Q3 2024. 1,580 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 106 Marsh shares in Q4 2024, an estimated $23.6K.
  • Pacific Capital Wealth Advisors first reported a position in Marsh in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Marsh position peaked at $23.6K in Q3 2024.
  • 1,580 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.