SP
MRSH

Symmetry Partners’s Marsh MRSH Stock Holding History

Symmetry 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
-4,803
Closed -$1.01M – 345
2024
Q2 		$1.01M Buy
4,803
+585
+14% +$120K 0.05% 162
2024
Q1 		$869K Hold
4,218
– – 0.07% 196
2023
Q4 		$796K Sell
4,218
-381
-8% -$73.6K 0.04% 197
2023
Q3 		$875K Hold
4,599
– – 0.05% 197
2023
Q2 		$865K Hold
4,599
– – 0.05% 208
2023
Q1 		$766K Buy
4,599
+94
+2% +$15.7K 0.04% 224
2022
Q4 		$745K Sell
4,505
-655
-13% -$107K 0.04% 224
2022
Q3 		$770K Buy
5,160
+492
+11% +$78.9K 0.05% 211
2022
Q2 		$725K Sell
4,668
-1,980
-30% -$317K 0.05% 230
2022
Q1 		$1.13M Buy
6,648
+1,293
+24% +$204K 0.07% 173
2021
Q4 		$931K Sell
5,355
-289
-5% -$48K 0.06% 229
2021
Q3 		$872K Sell
5,644
-1,055
-16% -$160K 0.06% 259
2021
Q2 		$942K Sell
6,699
-1,671
-20% -$224K 0.06% 245
2021
Q1 		$1.02M Sell
8,370
-2,164
-21% -$249K 0.07% 193
2020
Q4 		$1.23M Sell
10,534
-317
-3% -$36K 0.1% 144
2020
Q3 		$1.25M Buy
10,851
+5,989
+123% +$686K 0.11% 125
2020
Q2 		$522K Hold
4,862
– – 0.07% 140
2020
Q1 		$420K Sell
4,862
-523
-10% -$55.8K 0.09% 137
2019
Q4 		$600K Buy
5,385
+439
+9% +$45.9K 0.12% 121
2019
Q3 		$495K Hold
4,946
– – 0.1% 157
2019
Q2 		$493K Buy
4,946
+860
+21% +$82.3K 0.1% 162
2019
Q1 		$384K Buy
+4,086
New +$361K 0.07% 201

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Symmetry Partners's MRSH Position: Q3 2024 in Review

Symmetry Partners sold out of Marsh (MRSH) in Q3 2024, closing a stake of 4,803 shares — an estimated $1.01M sold.

Symmetry Partners first reported a position in MRSH in Q1 2019 and held it in 22 quarters. The position peaked at $1.25M in Q3 2020. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Symmetry Partners reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 4,803 Marsh shares in Q3 2024, an estimated $1.01M.
  • Symmetry Partners first reported a position in Marsh in Q1 2019 and held it in 22 quarters.
  • Symmetry Partners's Marsh position peaked at $1.25M in Q3 2020.
  • 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.