SFG
MRSH

Summit Financial Group’s Marsh MRSH Stock Holding History

Summit Financial Group’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 		$205K Buy
+993
New +$198K 0.07% 187

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

Summit Financial Group's MRSH Position: Q1 2024 in Review

Summit Financial Group opened a new position in Marsh (MRSH) in Q1 2024: 993 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #187 among its holdings.

1,442 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Summit Financial Group held 993 shares of Marsh worth $205K as of Q1 2024.
  • Marsh was a new Summit Financial Group position in Q1 2024.
  • Marsh made up 0.07% of Summit Financial Group's portfolio in Q1 2024, its #187 holding.
  • 1,442 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.