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Trilogy Capital’s Marsh MRSH Stock Holding History

Trilogy Capital’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
Q4 		– Sell
-1,244
Closed -$278K – 340
2024
Q3 		$278K Sell
1,244
-117
-9% -$26K 0.01% 286
2024
Q2 		$287K Buy
1,361
+1
+0.1% +$205 0.02% 272
2024
Q1 		$280K Buy
+1,360
New +$271K 0.02% 264

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Trilogy Capital's MRSH Position: Q4 2024 in Review

Trilogy Capital sold out of Marsh (MRSH) in Q4 2024, closing a stake of 1,244 shares — an estimated $278K sold.

Trilogy Capital first reported a position in MRSH in Q1 2024 and held it in 3 quarters. The position peaked at $287K in Q2 2024. 1,579 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Trilogy Capital reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Trilogy Capital sold 1,244 Marsh shares in Q4 2024, an estimated $278K.
  • Trilogy Capital first reported a position in Marsh in Q1 2024 and held it in 3 quarters.
  • Trilogy Capital's Marsh position peaked at $287K in Q2 2024.
  • 1,579 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Trilogy Capital's 13F filing for Q4 2024, filed 27 Jan 2025.