PP
MRSH

Paloma Partners’s Marsh MRSH Stock Holding History

Paloma 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
Q4 		– Sell
-14,600
Closed -$3.26M – 777
2024
Q3 		$3.26M Buy
14,600
+3,200
+28% +$710K 0.09% 194
2024
Q2 		$2.4M Buy
+11,400
New +$2.34M 0.07% 307
2023
Q2 		– Sell
-3,200
Closed -$533K – 873
2023
Q1 		$533K Buy
+3,200
New +$533K 0.02% 477
2022
Q4 		– Sell
-23,700
Closed -$3.54M – 1068
2022
Q3 		$3.54M Buy
+23,700
New +$3.8M 0.16% 105
2022
Q2 		– Sell
-1,500
Closed -$256K – 1493
2022
Q1 		$256K Buy
+1,500
New +$236K 0.01% 1250
2021
Q1 		– Sell
-8,400
Closed -$983K – 2239
2020
Q4 		$983K Buy
+8,400
New +$954K 0.03% 581

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Paloma Partners's MRSH Position: Q4 2024 in Review

Paloma Partners sold out of Marsh (MRSH) in Q4 2024, closing a stake of 8,347 shares — an estimated $1.86M sold.

Paloma Partners first reported a position in MRSH in Q2 2013 and held it in 34 quarters. The position peaked at $7.08M in Q4 2016. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Paloma Partners reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 8,347 Marsh shares in Q4 2024, an estimated $1.86M.
  • Paloma Partners first reported a position in Marsh in Q2 2013 and held it in 34 quarters.
  • Paloma Partners's Marsh position peaked at $7.08M in Q4 2016.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.