PWLP
MRSH

Prio Wealth Limited Partnership’s Marsh MRSH Stock Holding History

Prio Wealth Limited Partnership’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 		$27.9M Sell
125,241
-2,070
-2% -$459K 0.82% 34
2024
Q2 		$26.8M Sell
127,311
-12,283
-9% -$2.52M 0.8% 36
2024
Q1 		$28.8M Buy
139,594
+14,875
+12% +$2.96M 0.83% 35
2023
Q4 		$23.6M Buy
124,719
+609
+0.5% +$118K 0.81% 35
2023
Q3 		$23.6M Sell
124,110
-2,213
-2% -$424K 0.91% 33
2023
Q2 		$23.8M Buy
126,323
+502
+0.4% +$89.1K 0.85% 35
2023
Q1 		$21M Sell
125,821
-65
-0.1% -$10.8K 0.8% 39
2022
Q4 		$20.8M Buy
125,886
+726
+0.6% +$119K 0.83% 37
2022
Q3 		$18.7M Buy
125,160
+1,802
+1% +$289K 0.8% 36
2022
Q2 		$19.2M Buy
123,358
+5,133
+4% +$823K 0.77% 39
2022
Q1 		$20.1M Buy
118,225
+36,276
+44% +$5.72M 0.67% 42
2021
Q4 		$14.2M Buy
81,949
+12,365
+18% +$2.05M 0.44% 57
2021
Q3 		$10.5M Buy
69,584
+52,984
+319% +$8.01M 0.36% 65
2021
Q2 		$2.33M Buy
16,600
+599
+4% +$80.3K 0.08% 111
2021
Q1 		$1.95M Sell
16,001
-1,100
-6% -$127K 0.07% 114
2020
Q4 		$2M Sell
17,101
-400
-2% -$45.4K 0.08% 111
2020
Q3 		$2.01M Sell
17,501
-200
-1% -$22.9K 0.08% 105
2020
Q2 		$1.9M Sell
17,701
-100
-0.6% -$10.1K 0.09% 107
2020
Q1 		$1.54M Hold
17,801
– – 0.08% 111
2019
Q4 		$1.98M Sell
17,801
-4,950
-22% -$517K 0.08% 114
2019
Q3 		$2.28M Buy
22,751
+8,851
+64% +$885K 0.1% 110
2019
Q2 		$1.39M Hold
13,900
– – 0.06% 127
2019
Q1 		$1.3M Hold
13,900
– – 0.06% 130
2018
Q4 		$1.11M Sell
13,900
-4
-0% -$333 0.06% 133
2018
Q3 		$1.15M Buy
13,904
+2
+0% +$169 0.05% 141
2018
Q2 		$1.14M Buy
13,902
+2
+0% +$163 0.06% 141
2018
Q1 		$1.15M Hold
13,900
– – 0.06% 138
2017
Q4 		$1.13M Hold
13,900
– – 0.05% 142
2017
Q3 		$1.16M Hold
13,900
– – 0.06% 137
2017
Q2 		$1.08M Hold
13,900
– – 0.05% 139
2017
Q1 		$1.03M Sell
13,900
-400
-3% -$28.6K 0.05% 141
2016
Q4 		$966K Hold
14,300
– – 0.05% 145
2016
Q3 		$961K Hold
14,300
– – 0.05% 145
2016
Q2 		$978K Hold
14,300
– – 0.05% 141
2016
Q1 		$869K Buy
14,300
+400
+3% +$22.4K 0.05% 144
2015
Q4 		$770K Hold
13,900
– – 0.04% 149
2015
Q3 		$725K Hold
13,900
– – 0.04% 155
2015
Q2 		$788K Hold
13,900
– – 0.04% 157
2015
Q1 		$779K Hold
13,900
– – 0.04% 157
2014
Q4 		$795K Hold
13,900
– – 0.04% 157
2014
Q3 		$727K Sell
13,900
-1,250
-8% -$65.2K 0.04% 154
2014
Q2 		$785K Sell
15,150
-200
-1% -$9.94K 0.04% 154
2014
Q1 		$756K Sell
15,350
-1,450
-9% -$69.5K 0.04% 155
2013
Q4 		$812K Hold
16,800
– – 0.04% 159
2013
Q3 		$731K Hold
16,800
– – 0.04% 158
2013
Q2 		$670K Buy
+16,800
New +$657K 0.04% 162

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prio Wealth Limited Partnership's MRSH Position: Q3 2024 in Review

Prio Wealth Limited Partnership reduced its Marsh (MRSH) stake by 1.6% in Q3 2024, selling an estimated $459K and leaving 125,241 shares worth $27.9M. The position accounts for 0.82% of the portfolio, ranked #34.

Prio Wealth Limited Partnership first reported a position in MRSH in Q2 2013 and has held it in 46 quarters since. The position peaked at $28.8M in Q1 2024. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Prio Wealth Limited Partnership held 125,241 shares of Marsh worth $27.9M as of Q3 2024.
  • Prio Wealth Limited Partnership sold 2,070 Marsh shares in Q3 2024, an estimated $459K.
  • Marsh made up 0.82% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #34 holding.
  • Prio Wealth Limited Partnership first reported a position in Marsh in Q2 2013 and has held it in 46 quarters since.
  • Prio Wealth Limited Partnership's Marsh position peaked at $28.8M in Q1 2024.
  • 1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.