Peterson Financial Group’s Marsh MRSH Stock Holding History

Peterson Financial Group’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	$22.7K	Buy	+102	New	+$22.6K	0.09%	144

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Peterson Financial Group's MRSH Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Marsh (MRSH) in Q3 2024: 102 shares worth $22.7K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings.

1,528 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

Peterson Financial Group held 102 shares of Marsh worth $22.7K as of Q3 2024.
Marsh was a new Peterson Financial Group position in Q3 2024.
Marsh made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #144 holding.
1,528 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.