TW
MRSH

TrinityPoint Wealth’s Marsh MRSH Stock Holding History

TrinityPoint Wealth’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 		$819K Sell
3,854
-12
-0.3% -$2.66K 0.12% 174
2024
Q3 		$862K Sell
3,866
-12
-0.3% -$2.66K 0.12% 163
2024
Q2 		$817K Buy
3,878
+4
+0.1% +$822 0.13% 159
2024
Q1 		$798K Sell
3,874
-36
-0.9% -$7.17K 0.13% 157
2023
Q4 		$741K Sell
3,910
-3,542
-48% -$684K 0.13% 152
2023
Q3 		$1.42M Buy
7,452
+2
+0% +$383 0.28% 95
2023
Q2 		$1.4M Buy
7,450
+3
+0% +$532 0.27% 97
2023
Q1 		$1.24M Buy
7,447
+9
+0.1% +$1.5K 0.27% 100
2022
Q4 		$1.23M Buy
7,438
+18
+0.2% +$2.94K 0.28% 96
2022
Q3 		$1.11M Sell
7,420
-5
-0.1% -$802 0.25% 103
2022
Q2 		$1.15M Sell
7,425
-105
-1% -$16.8K 0.25% 92
2022
Q1 		$1.28M Sell
7,530
-458
-6% -$72.2K 0.23% 93
2021
Q4 		$1.39M Buy
7,988
+41
+0.5% +$6.81K 0.25% 89
2021
Q3 		$1.2M Sell
7,947
-808
-9% -$122K 0.23% 92
2021
Q2 		$1.23M Buy
8,755
+23
+0.3% +$3.08K 0.25% 93
2021
Q1 		$1.06M Buy
8,732
+493
+6% +$56.8K 0.25% 93
2020
Q4 		$917K Sell
8,239
-89
-1% -$10.1K 0.22% 102
2020
Q3 		$955K Sell
8,328
-2,111
-20% -$242K 0.27% 95
2020
Q2 		$1.12M Buy
10,439
+4,217
+68% +$427K 0.35% 79
2020
Q1 		$538K Buy
6,222
+64
+1% +$6.82K 0.21% 114
2019
Q4 		$686K Buy
6,158
+11
+0.2% +$1.15K 0.23% 113
2019
Q3 		$631K Buy
6,147
+12
+0.2% +$1.2K 0.22% 116
2019
Q2 		$626K Buy
6,135
+3,408
+125% +$326K 0.3% 85
2019
Q1 		$256K Sell
2,727
-933
-25% -$82.5K 0.13% 144
2018
Q4 		$292K Buy
+3,660
New +$305K 0.18% 123

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrinityPoint Wealth's MRSH Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Marsh (MRSH) stake by 0.31% in Q4 2024, selling an estimated $2.66K and leaving 3,854 shares worth $819K. The position accounts for 0.12% of the portfolio, ranked #174.

TrinityPoint Wealth first reported a position in MRSH in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.42M in Q3 2023. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • TrinityPoint Wealth held 3,854 shares of Marsh worth $819K as of Q4 2024.
  • TrinityPoint Wealth sold 12 Marsh shares in Q4 2024, an estimated $2.66K.
  • Marsh made up 0.12% of TrinityPoint Wealth's portfolio in Q4 2024, its #174 holding.
  • TrinityPoint Wealth first reported a position in Marsh in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Marsh position peaked at $1.42M in Q3 2023.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.