SWS Partners’s Marsh MRSH Stock Holding History

SWS Partners’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	–	Sell	-79	Closed	-$16.6K	–	221
2024 Q2	$16.6K	Buy	+79	New	+$16.2K	0.01%	214
2018 Q1	–	Sell	-85	Closed	-$7K	–	402
2017 Q4	$7K	Buy	+85	New	+$7.07K	0.01%	290

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SWS Partners's MRSH Position: Q3 2024 in Review

SWS Partners sold out of Marsh (MRSH) in Q3 2024, closing a stake of 79 shares — an estimated $16.6K sold.

SWS Partners first reported a position in MRSH in Q4 2017 and held it in 2 quarters. The position peaked at $16.6K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

SWS Partners reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 79 Marsh shares in Q3 2024, an estimated $16.6K.
SWS Partners first reported a position in Marsh in Q4 2017 and held it in 2 quarters.
SWS Partners's Marsh position peaked at $16.6K in Q2 2024.
1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.