UWS
MRSH

Unique Wealth Strategies’s Marsh MRSH Stock Holding History

Unique Wealth Strategies’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
-27
Closed -$5.56K – 491
2024
Q2 		$5.56K Buy
+27
New +$5.55K ﹤0.01% 383

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Unique Wealth Strategies's MRSH Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Marsh (MRSH) in Q3 2024, closing a stake of 27 shares — an estimated $5.56K sold.

Unique Wealth Strategies first reported a position in MRSH in Q2 2024 and held it in 1 quarter. The position peaked at $5.56K in Q2 2024. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 27 Marsh shares in Q3 2024, an estimated $5.56K.
  • Unique Wealth Strategies first reported a position in Marsh in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Marsh position peaked at $5.56K in Q2 2024.
  • 1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.