SWM
MRSH

Sanctuary Wealth Management’s Marsh MRSH Stock Holding History

Sanctuary 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 – 290
2024
Q3 		$892 Sell
4
-7
-64% -$1.55K ﹤0.01% 255
2024
Q2 		$2.32K Hold
11
– – ﹤0.01% 208
2024
Q1 		$2.27K Hold
11
– – ﹤0.01% 199
2023
Q4 		$2.08K Hold
11
– – ﹤0.01% 210
2023
Q3 		$2.09K Hold
11
– – ﹤0.01% 198
2023
Q2 		$2.07K Buy
+11
New +$1.95K ﹤0.01% 199
2022
Q4 		$1.82K Buy
+11
New +$1.8K ﹤0.01% 191

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

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

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

Sanctuary Wealth Management first reported a position in MRSH in Q4 2022 and held it in 7 quarters. The position peaked at $2.32K in Q2 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Sanctuary Wealth Management reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 4 Marsh shares in Q4 2024, an estimated $892.
  • Sanctuary Wealth Management first reported a position in Marsh in Q4 2022 and held it in 7 quarters.
  • Sanctuary Wealth Management's Marsh position peaked at $2.32K in Q2 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.