TWP
MRSH

TFO Wealth Partners’s Marsh MRSH Stock Holding History

TFO Wealth 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
Q2 		– Sell
-1
Closed -$206 – 487
2024
Q1 		$206 Sell
1
-1
-50% -$199 ﹤0.01% 481
2023
Q4 		$379 Hold
2
– – ﹤0.01% 429
2023
Q3 		$376 Buy
2
+1
+100% +$192 ﹤0.01% 555
2023
Q2 		$188 Hold
1
– – ﹤0.01% 521
2023
Q1 		$167 Sell
1
-264
-100% -$44K ﹤0.01% 527
2022
Q4 		$3.81K Buy
+265
New +$43.3K ﹤0.01% 191
2022
Q3 		– Sell
-8
Closed -$1K – 350
2022
Q2 		$1K Buy
+8
New +$1.28K ﹤0.01% 436
2020
Q4 		– Sell
-41
Closed -$5K – 133
2020
Q3 		$5K Buy
+41
New +$4.7K ﹤0.01% 106

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

TFO Wealth Partners's MRSH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Marsh (MRSH) in Q2 2024, closing a stake of 1 share — an estimated $206 sold.

TFO Wealth Partners first reported a position in MRSH in Q3 2020 and held it in 8 quarters. The position peaked at $5K in Q3 2020. 1,476 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Marsh share in Q2 2024, an estimated $206.
  • TFO Wealth Partners first reported a position in Marsh in Q3 2020 and held it in 8 quarters.
  • TFO Wealth Partners's Marsh position peaked at $5K in Q3 2020.
  • 1,476 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.