SA
MRSH

SpiderRock Advisors’s Marsh MRSH Stock Holding History

SpiderRock 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
Q3 		$5.51M Hold
24,700
– – 0.09% 161
2024
Q2 		$5.2M Hold
24,700
– – 0.1% 142
2024
Q1 		$5.11M Buy
+24,700
New +$4.92M 0.13% 131
2023
Q4 		– Hold
0
– – – 64
2023
Q3 		– Hold
0
– – – 58
2023
Q2 		– Hold
0
– – – 54
2023
Q1 		– Hold
0
– – – 79
2022
Q4 		– Hold
0
– – – 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SpiderRock Advisors's MRSH Position: Q3 2024 in Review

SpiderRock Advisors reduced its Marsh (MRSH) stake by 3.5% in Q3 2024, selling an estimated $363K and leaving 45,553 shares worth $10.2M. The position accounts for 0.16% of the portfolio, ranked #102.

SpiderRock Advisors first reported a position in MRSH in Q1 2024 and has held it in 3 quarters since. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • SpiderRock Advisors held 45,553 shares of Marsh worth $10.2M as of Q3 2024.
  • SpiderRock Advisors sold 1,635 Marsh shares in Q3 2024, an estimated $363K.
  • Marsh made up 0.16% of SpiderRock Advisors's portfolio in Q3 2024, its #102 holding.
  • SpiderRock Advisors first reported a position in Marsh in Q1 2024 and has held it in 3 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.