SPIS
MRSH

Steward Partners Investment Solutions’s Marsh MRSH Stock Holding History

Steward Partners Investment Solutions’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 		$625K Buy
3,034
+35
+1% +$6.97K 0.11% 133
2023
Q4 		$568K Buy
+2,999
New +$580K 0.24% 82

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Solutions's MRSH Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Marsh (MRSH) stake by 1.2% in Q1 2024, buying an estimated $6.97K and bringing the position to 3,034 shares worth $625K. The position accounts for 0.11% of the portfolio, ranked #133.

Steward Partners Investment Solutions first reported a position in MRSH in Q4 2023 and has held it in 2 quarters since. 1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Steward Partners Investment Solutions held 3,034 shares of Marsh worth $625K as of Q1 2024.
  • Steward Partners Investment Solutions bought 35 Marsh shares in Q1 2024, an estimated $6.97K.
  • Marsh made up 0.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #133 holding.
  • Steward Partners Investment Solutions first reported a position in Marsh in Q4 2023 and has held it in 2 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.