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RFP Financial Group’s Marsh MRSH Stock Holding History

RFP Financial Group’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 		– Sell
-106
Closed -$22.3K – 523
2024
Q2 		$22.3K Sell
106
-32
-23% -$6.57K 0.01% 329
2024
Q1 		$28.4K Sell
138
-10
-7% -$1.99K 0.01% 270
2023
Q4 		$28K Buy
148
+52
+54% +$10K 0.01% 260
2023
Q3 		$18.3K Hold
96
– – 0.01% 312
2023
Q2 		$18.1K Hold
96
– – 0.01% 330
2023
Q1 		$16K Hold
96
– – 0.02% 224
2022
Q4 		$15.9K Buy
+96
New +$15.7K 0.01% 318

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

RFP Financial Group's MRSH Position: Q3 2024 in Review

RFP Financial Group sold out of Marsh (MRSH) in Q3 2024, closing a stake of 106 shares — an estimated $22.3K sold.

RFP Financial Group first reported a position in MRSH in Q4 2022 and held it in 7 quarters. The position peaked at $28.4K in Q1 2024. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • RFP Financial Group reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 106 Marsh shares in Q3 2024, an estimated $22.3K.
  • RFP Financial Group first reported a position in Marsh in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Marsh position peaked at $28.4K in Q1 2024.
  • 1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.