United Services Automobile Association’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,302
| Closed | -$2.74M | – | 635 |
|
|
2025
Q1 | $2.74M | Hold |
11,302
| – | – | 0.08% | 136 |
|
|
2024
Q4 | $2.4M | Hold |
11,302
| – | – | 0.08% | 139 |
|
|
2024
Q3 | $2.52M | Sell |
11,302
-2,826
| -20% | -$627K | 0.06% | 130 |
|
|
2024
Q2 | $2.98M | Sell |
14,128
-1,048
| -7% | -$215K | 0.08% | 124 |
|
|
2024
Q1 | $3.13M | Buy |
15,176
+235
| +2% | +$46.8K | 0.08% | 121 |
|
|
2023
Q4 | $2.83M | Buy |
14,941
+1,139
| +8% | +$220K | 0.06% | 142 |
|
|
2023
Q3 | $2.63M | Buy |
13,802
+1,725
| +14% | +$331K | 0.07% | 138 |
|
|
2023
Q2 | $2.27M | Buy |
12,077
+184
| +2% | +$32.7K | 0.07% | 139 |
|
|
2023
Q1 | $1.98M | Sell |
11,893
-7,637
| -39% | -$1.27M | 0.06% | 155 |
|
|
2022
Q4 | $3.23M | Hold |
19,530
| – | – | 0.07% | 163 |
|
|
2022
Q3 | $2.92M | Buy |
19,530
+1,044
| +6% | +$168K | 0.08% | 157 |
|
|
2022
Q2 | $2.87M | Buy |
+18,486
| New | +$2.96M | 0.07% | 162 |
|
|
2019
Q4 | – | Sell |
-2,325
| Closed | -$233K | – | 374 |
|
|
2019
Q3 | $233K | Sell |
2,325
-261,128
| -99% | -$26.1M | ﹤0.01% | 396 |
|
|
2019
Q2 | $26.3M | Sell |
263,453
-43,752
| -14% | -$4.19M | 0.07% | 314 |
|
|
2019
Q1 | $28.8M | Buy |
307,205
+48,091
| +19% | +$4.25M | 0.07% | 291 |
|
|
2018
Q4 | $20.7M | Sell |
259,114
-2,394
| -0.9% | -$200K | 0.06% | 320 |
|
|
2018
Q3 | $21.6M | Sell |
261,508
-11,509
| -4% | -$975K | 0.05% | 344 |
|
|
2018
Q2 | $22.4M | Sell |
273,017
-5,977
| -2% | -$488K | 0.06% | 323 |
|
|
2018
Q1 | $23M | Sell |
278,994
-29,791
| -10% | -$2.47M | 0.06% | 313 |
|
|
2017
Q4 | $25.1M | Buy |
308,785
+24,699
| +9% | +$2.05M | 0.07% | 310 |
|
|
2017
Q3 | $23.8M | Sell |
284,086
-46,097
| -14% | -$3.65M | 0.07% | 304 |
|
|
2017
Q2 | $25.7M | Sell |
330,183
-35,306
| -10% | -$2.67M | 0.08% | 278 |
|
|
2017
Q1 | $27M | Sell |
365,489
-4,213
| -1% | -$301K | 0.09% | 274 |
|
|
2016
Q4 | $25M | Sell |
369,702
-10,560
| -3% | -$708K | 0.08% | 273 |
|
|
2016
Q3 | $25.6M | Sell |
380,262
-5,272
| -1% | -$353K | 0.09% | 264 |
|
|
2016
Q2 | $26.4M | Buy |
385,534
+1,071
| +0.3% | +$68.8K | 0.09% | 253 |
|
|
2016
Q1 | $23.4M | Buy |
384,463
+5,357
| +1% | +$300K | 0.08% | 275 |
|
|
2015
Q4 | $21M | Buy |
379,106
+3,266
| +0.9% | +$180K | 0.08% | 287 |
|
|
2015
Q3 | $19.6M | Buy |
375,840
+798
| +0.2% | +$44.6K | 0.07% | 287 |
|
|
2015
Q2 | $21.3M | Buy |
375,042
+3,700
| +1% | +$214K | 0.07% | 293 |
|
|
2015
Q1 | $20.8M | Buy |
371,342
+6,168
| +2% | +$348K | 0.07% | 305 |
|
|
2014
Q4 | $20.9M | Buy |
365,174
+3,963
| +1% | +$217K | 0.07% | 300 |
|
|
2014
Q3 | $18.9M | Sell |
361,211
-5,320
| -1% | -$277K | 0.07% | 307 |
|
|
2014
Q2 | $19M | Sell |
366,531
-1,915
| -0.5% | -$95.1K | 0.07% | 309 |
|
|
2014
Q1 | $18.2M | Buy |
368,446
+2,683
| +0.7% | +$129K | 0.07% | 303 |
|
|
2013
Q4 | $17.7M | Sell |
365,763
-140,610
| -28% | -$6.52M | 0.07% | 298 |
|
|
2013
Q3 | $22.1M | Buy |
506,373
+33,868
| +7% | +$1.42M | 0.1% | 239 |
|
|
2013
Q2 | $18.9M | Buy |
+472,505
| New | +$18.5M | 0.09% | 257 |
|
Other funds holding MRSH
