WCA
MRSH

Waypoint Capital Advisors’s Marsh MRSH Stock Holding History

Waypoint Capital Advisors’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 		$883K Buy
3,956
+35
+0.9% +$7.77K 0.19% 74
2024
Q2 		$826K Buy
3,921
+9
+0.2% +$1.85K 0.21% 74
2024
Q1 		$806K Buy
3,912
+15
+0.4% +$2.99K 0.21% 71
2023
Q4 		$738K Sell
3,897
-11
-0.3% -$2.13K 0.21% 72
2023
Q3 		$744K Buy
3,908
+46
+1% +$8.82K 0.25% 65
2023
Q2 		$726K Buy
3,862
+8
+0.2% +$1.42K 0.23% 75
2023
Q1 		$642K Sell
3,854
-19
-0.5% -$3.17K 0.21% 79
2022
Q4 		$641K Sell
3,873
-41
-1% -$6.7K 0.22% 80
2022
Q3 		$584K Sell
3,914
-1
-0% -$160 0.25% 63
2022
Q2 		$608K Sell
3,915
-1
-0% -$160 0.28% 61
2022
Q1 		$668K Buy
3,916
+20
+0.5% +$3.15K 0.39% 59
2021
Q4 		$677K Buy
+3,896
New +$647K 0.46% 52

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 $315B AUM 27.84% 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

Waypoint Capital Advisors's MRSH Position: Q3 2024 in Review

Waypoint Capital Advisors increased its Marsh (MRSH) stake by 0.89% in Q3 2024, buying an estimated $7.77K and bringing the position to 3,956 shares worth $883K. The position accounts for 0.19% of the portfolio, ranked #74.

Waypoint Capital Advisors first reported a position in MRSH in Q4 2021 and has held it in 12 quarters since. 1,526 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Waypoint Capital Advisors held 3,956 shares of Marsh worth $883K as of Q3 2024.
  • Waypoint Capital Advisors bought 35 Marsh shares in Q3 2024, an estimated $7.77K.
  • Marsh made up 0.19% of Waypoint Capital Advisors's portfolio in Q3 2024, its #74 holding.
  • Waypoint Capital Advisors first reported a position in Marsh in Q4 2021 and has held it in 12 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.