The Family Firm’s Marsh MRSH Stock Holding History

The Family Firm’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	-794	Closed	-$167K	–	598
2024 Q2	$167K	Buy	+794	New	+$163K	0.04%	221

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

The Family Firm's MRSH Position: Q3 2024 in Review

The Family Firm sold out of Marsh (MRSH) in Q3 2024, closing a stake of 794 shares — an estimated $167K sold.

The Family Firm first reported a position in MRSH in Q2 2024 and held it in 1 quarter. The position peaked at $167K in Q2 2024. 1,526 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

The Family Firm reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 794 Marsh shares in Q3 2024, an estimated $167K.
The Family Firm first reported a position in Marsh in Q2 2024 and held it in 1 quarter.
The Family Firm's Marsh position peaked at $167K in Q2 2024.
1,526 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.