RIM
MRSH

Rockbridge Investment Management’s Marsh MRSH Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-320
Closed -$60.6K – 427
2023
Q4 		$60.6K Buy
+320
New +$61.8K 0.01% 219
2023
Q1 		– Sell
-1,551
Closed -$257K – 112
2022
Q4 		$257K Hold
1,551
– – 0.05% 94
2022
Q3 		$232K Sell
1,551
-88
-5% -$14.1K 0.05% 86
2022
Q2 		$254K Hold
1,639
– – 0.06% 91
2022
Q1 		$281K Sell
1,639
-155
-9% -$24.4K 0.04% 128
2021
Q4 		$312K Buy
1,794
+255
+17% +$42.4K 0.05% 131
2021
Q3 		$233K Hold
1,539
– – 0.04% 135
2021
Q2 		$217K Hold
1,539
– – 0.04% 138
2021
Q1 		$187K Hold
1,539
– – 0.04% 147
2020
Q4 		$180K Hold
1,539
– – 0.04% 142
2020
Q3 		$177K Buy
1,539
+1,031
+203% +$118K 0.04% 133
2020
Q2 		$55K Buy
+508
New +$51.4K 0.01% 226

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 $3.37T AUM 44.26% 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

Rockbridge Investment Management's MRSH Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Marsh (MRSH) in Q1 2024, closing a stake of 320 shares — an estimated $60.6K sold.

Rockbridge Investment Management first reported a position in MRSH in Q2 2020 and held it in 12 quarters. The position peaked at $312K in Q4 2021. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 320 Marsh shares in Q1 2024, an estimated $60.6K.
  • Rockbridge Investment Management first reported a position in Marsh in Q2 2020 and held it in 12 quarters.
  • Rockbridge Investment Management's Marsh position peaked at $312K in Q4 2021.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.