Truepoint Inc’s Marsh MRSH Stock Holding History

Truepoint Inc’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	-1,188	Closed	-$225K	–	199
2023 Q4	$225K	Buy	+1,188	New	+$230K	0.01%	211

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truepoint Inc's MRSH Position: Q1 2024 in Review

Truepoint Inc sold out of Marsh (MRSH) in Q1 2024, closing a stake of 1,188 shares — an estimated $225K sold.

Truepoint Inc first reported a position in MRSH in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Truepoint Inc reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 1,188 Marsh shares in Q1 2024, an estimated $225K.
Truepoint Inc first reported a position in Marsh in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Marsh position peaked at $225K in Q4 2023.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.