PO
MRSH

Private Ocean’s Marsh MRSH Stock Holding History

Private Ocean’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
-2,956
Closed -$560K – 516
2023
Q4 		$560K Buy
+2,956
New +$571K 0.06% 83
2023
Q1 		– Sell
-61
Closed -$10.1K – 642
2022
Q4 		$10.1K Buy
+61
New +$9.97K ﹤0.01% 373
2019
Q4 		– Sell
-941
Closed -$95K – 577
2019
Q3 		$95K Hold
941
– – 0.02% 155
2019
Q2 		$93K Buy
941
+785
+503% +$75.1K 0.02% 146
2019
Q1 		$15K Buy
+156
New +$13.8K ﹤0.01% 295
2017
Q4 		– Sell
-100
Closed -$8K – 430
2017
Q3 		$8K Hold
100
– – ﹤0.01% 156
2017
Q2 		$8K Hold
100
– – 0.01% 148
2017
Q1 		$7K Hold
100
– – ﹤0.01% 150
2016
Q4 		$7K Buy
+100
New +$6.7K ﹤0.01% 160

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Ocean's MRSH Position: Q1 2024 in Review

Private Ocean sold out of Marsh (MRSH) in Q1 2024, closing a stake of 2,956 shares — an estimated $560K sold.

Private Ocean first reported a position in MRSH in Q4 2016 and held it in 9 quarters. The position peaked at $560K in Q4 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Private Ocean reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Private Ocean sold 2,956 Marsh shares in Q1 2024, an estimated $560K.
  • Private Ocean first reported a position in Marsh in Q4 2016 and held it in 9 quarters.
  • Private Ocean's Marsh position peaked at $560K in Q4 2023.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Private Ocean's 13F filing for Q1 2024, filed 17 Apr 2024.