TWM
MRSH

Tradition Wealth Management’s Marsh MRSH Stock Holding History

Tradition Wealth Management’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 		– Sell
-615
Closed -$117K – 874
2023
Q4 		$117K Buy
615
+2
+0.3% +$386 0.01% 425
2023
Q3 		$117K Buy
613
+2
+0.3% +$383 0.01% 401
2023
Q2 		$115K Buy
611
+7
+1% +$1.24K 0.01% 421
2023
Q1 		$101K Buy
604
+3
+0.5% +$500 0.01% 444
2022
Q4 		$99K Buy
601
+5
+0.8% +$818 0.01% 382
2022
Q3 		$89K Buy
+596
New +$95.6K 0.01% 382

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's MRSH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Marsh (MRSH) in Q1 2024, closing a stake of 615 shares — an estimated $117K sold.

Tradition Wealth Management first reported a position in MRSH in Q3 2022 and held it in 6 quarters. The position peaked at $117K in Q4 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • Tradition Wealth Management reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 615 Marsh shares in Q1 2024, an estimated $117K.
  • Tradition Wealth Management first reported a position in Marsh in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Marsh position peaked at $117K in Q4 2023.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.