Paragon Advisors’s Marsh MRSH Stock Holding History

Paragon 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 Q1	–	Sell	-6,724	Closed	-$1.27M	–	93
2023 Q4	$1.27M	Buy	+6,724	New	+$1.3M	0.54%	55

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paragon Advisors's MRSH Position: Q1 2024 in Review

Paragon Advisors sold out of Marsh (MRSH) in Q1 2024, closing a stake of 6,724 shares — an estimated $1.27M sold.

Paragon Advisors first reported a position in MRSH in Q4 2023 and held it in 1 quarter. The position peaked at $1.27M in Q4 2023. 1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Paragon Advisors reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Paragon Advisors sold 6,724 Marsh shares in Q1 2024, an estimated $1.27M.
Paragon Advisors first reported a position in Marsh in Q4 2023 and held it in 1 quarter.
Paragon Advisors's Marsh position peaked at $1.27M in Q4 2023.
1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Paragon Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.