WWS
MRSH

Wellington Wealth Strategies’s Marsh MRSH Stock Holding History

Wellington 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
Q4 		$301K Buy
+1,304
New +$289K 0.27% 50
2024
Q2 		– Sell
-1,414
Closed -$291K – 132
2024
Q1 		$291K Buy
+1,414
New +$282K 0.14% 112

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

Wellington Wealth Strategies's MRSH Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Marsh (MRSH) in Q4 2024: 1,304 shares worth $301K. The stake represents 0.27% of the portfolio and ranks #50 among its holdings. This is a return to the name: Wellington Wealth Strategies previously reported a position in MRSH as recently as Q1 2024.

Wellington Wealth Strategies first reported a position in MRSH in Q1 2024 and has held it in 2 quarters since. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Wellington Wealth Strategies held 1,304 shares of Marsh worth $301K as of Q4 2024.
  • Marsh was a new Wellington Wealth Strategies position in Q4 2024.
  • Marsh made up 0.27% of Wellington Wealth Strategies's portfolio in Q4 2024, its #50 holding.
  • Wellington Wealth Strategies first reported a position in Marsh in Q1 2024 and has held it in 2 quarters since.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

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