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Wetzel Investment Advisors’s Marsh MRSH Stock Holding History

Wetzel Investment 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 		– Sell
-220
Closed -$45.3K – 593
2024
Q2 		$45.3K Sell
220
-159
-42% -$32.7K 0.03% 253
2024
Q1 		$76.5K Sell
379
-4
-1% -$797 0.05% 204
2023
Q4 		$73K Buy
+383
New +$74K 0.04% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wetzel Investment Advisors's MRSH Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Marsh (MRSH) in Q3 2024, closing a stake of 220 shares — an estimated $45.3K sold.

Wetzel Investment Advisors first reported a position in MRSH in Q4 2023 and held it in 3 quarters. The position peaked at $76.5K in Q1 2024. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 220 Marsh shares in Q3 2024, an estimated $45.3K.
  • Wetzel Investment Advisors first reported a position in Marsh in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Marsh position peaked at $76.5K in Q1 2024.
  • 1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.