RWM
MRSH

Reston Wealth Management’s Marsh MRSH Stock Holding History

Reston Wealth Management’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
Q4 		– Sell
-4
Closed -$892 – 279
2024
Q3 		$892 Buy
+4
New +$888 ﹤0.01% 394

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reston Wealth Management's MRSH Position: Q4 2024 in Review

Reston Wealth Management sold out of Marsh (MRSH) in Q4 2024, closing a stake of 4 shares — an estimated $892 sold.

Reston Wealth Management first reported a position in MRSH in Q3 2024 and held it in 1 quarter. The position peaked at $892 in Q3 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Reston Wealth Management reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 4 Marsh shares in Q4 2024, an estimated $892.
  • Reston Wealth Management first reported a position in Marsh in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Marsh position peaked at $892 in Q3 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.