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Richard W. Paul & Associates’s Marsh MRSH Stock Holding History

Richard W. Paul & Associates’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
-24
Closed -$5.06K – 517
2024
Q2 		$5.06K Hold
24
– – ﹤0.01% 341
2024
Q1 		$4.94K Hold
24
– – ﹤0.01% 356
2023
Q4 		$4.55K Hold
24
– – ﹤0.01% 353
2023
Q3 		$4.57K Hold
24
– – ﹤0.01% 349
2023
Q2 		$4.51K Hold
24
– – ﹤0.01% 369
2023
Q1 		$4K Hold
24
– – ﹤0.01% 393
2022
Q4 		$3.97K Buy
+24
New +$3.92K ﹤0.01% 386

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

Richard W. Paul & Associates's MRSH Position: Q3 2024 in Review

Richard W. Paul & Associates sold out of Marsh (MRSH) in Q3 2024, closing a stake of 24 shares — an estimated $5.06K sold.

Richard W. Paul & Associates first reported a position in MRSH in Q4 2022 and held it in 7 quarters. The position peaked at $5.06K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Richard W. Paul & Associates reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 24 Marsh shares in Q3 2024, an estimated $5.06K.
  • Richard W. Paul & Associates first reported a position in Marsh in Q4 2022 and held it in 7 quarters.
  • Richard W. Paul & Associates's Marsh position peaked at $5.06K in Q2 2024.
  • 1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Richard W. Paul & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.