WTG
MRSH

West Tower Group’s Marsh MRSH Stock Holding History

West Tower Group’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
-688
Closed -$130K – 348
2023
Q4 		$130K Buy
688
+174
+34% +$33.6K 0.26% 54
2023
Q3 		$97.8K Buy
514
+440
+595% +$84.3K 0.05% 100
2023
Q2 		$13.9K Buy
+74
New +$13.1K 0.01% 384

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Tower Group's MRSH Position: Q1 2024 in Review

West Tower Group sold out of Marsh (MRSH) in Q1 2024, closing a stake of 688 shares — an estimated $130K sold.

West Tower Group first reported a position in MRSH in Q2 2023 and held it in 3 quarters. The position peaked at $130K in Q4 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

  • West Tower Group reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 688 Marsh shares in Q1 2024, an estimated $130K.
  • West Tower Group first reported a position in Marsh in Q2 2023 and held it in 3 quarters.
  • West Tower Group's Marsh position peaked at $130K in Q4 2023.
  • 1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.