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Resurgent Financial Advisors’s Marsh MRSH Stock Holding History

Resurgent Financial Advisors’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
-162
Closed -$30.7K – 373
2023
Q4 		$30.7K Buy
162
+6
+4% +$1.16K 0.02% 419
2023
Q3 		$29.7K Sell
156
-181
-54% -$34.7K 0.02% 416
2023
Q2 		$63.4K Buy
337
+2
+0.6% +$355 0.04% 296
2023
Q1 		$55.8K Sell
335
-164
-33% -$27.3K 0.04% 317
2022
Q4 		$82.6K Buy
+499
New +$81.6K 0.04% 334

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 $3.38T AUM 44.17% 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

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

Resurgent Financial Advisors sold out of Marsh (MRSH) in Q1 2024, closing a stake of 162 shares — an estimated $30.7K sold.

Resurgent Financial Advisors first reported a position in MRSH in Q4 2022 and held it in 5 quarters. The position peaked at $82.6K in Q4 2022. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 162 Marsh shares in Q1 2024, an estimated $30.7K.
  • Resurgent Financial Advisors first reported a position in Marsh in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Marsh position peaked at $82.6K in Q4 2022.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.