Register Financial Advisors’s Marsh MRSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7	Closed	-$1.34K	–	750
2023 Q4	$1.34K	Hold	7	–	–	﹤0.01%	283
2023 Q3	$1.34K	Buy	+7	New	+$1.34K	﹤0.01%	538

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Register Financial Advisors's MRSH Position: Q1 2024 in Review

Register Financial Advisors first reported a position in MRSH in Q3 2023 and held it in 2 quarters. The position peaked at $1.34K in Q3 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Register Financial Advisors reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Register Financial Advisors sold 7 Marsh shares in Q1 2024, an estimated $1.34K.
Register Financial Advisors first reported a position in Marsh in Q3 2023 and held it in 2 quarters.
Register Financial Advisors's Marsh position peaked at $1.34K in Q3 2023.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Register Financial Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.