WI
MRSH

Wintrust Investments’s Marsh MRSH Stock Holding History

Wintrust Investments’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 		$139K Sell
658
-17
-3% -$3.77K 0.12% 129
2024
Q3 		$150K Sell
675
-5,947
-90% -$1.32M 0.11% 157
2024
Q2 		$1.4M Buy
6,622
+12
+0.2% +$2.46K 0.11% 155
2024
Q1 		$1.36M Sell
6,610
-128
-2% -$25.5K 0.12% 156
2023
Q4 		$1.28M Sell
6,738
-116
-2% -$22.4K 0.12% 153
2023
Q3 		$1.3M Sell
6,854
-410
-6% -$78.6K 0.14% 144
2023
Q2 		$1.37M Hold
7,264
– – 0.14% 141
2023
Q1 		$1.21M Hold
7,264
– – 0.15% 117
2022
Q4 		$1.2M Hold
7,264
– – 0.16% 123
2022
Q3 		$1.08M Sell
7,264
-96
-1% -$15.4K 0.14% 138
2022
Q2 		$1.14M Sell
7,360
-20
-0.3% -$3.21K 0.14% 138
2022
Q1 		$1.26M Sell
7,380
-82
-1% -$12.9K 0.12% 147
2021
Q4 		$1.3M Buy
+7,462
New +$1.24M 0.12% 140
2021
Q3 		– Sell
-7,762
Closed -$1.09M – 360
2021
Q2 		$1.09M Sell
7,762
-753
-9% -$101K 0.11% 152
2021
Q1 		$1.04M Sell
8,515
-578
-6% -$66.6K 0.11% 165
2020
Q4 		$1.06M Sell
9,093
-704
-7% -$80K 0.3% 67
2020
Q3 		$1.12M Sell
9,797
-801
-8% -$91.8K 0.15% 121
2020
Q2 		$1.14M Sell
10,598
-190
-2% -$19.2K 0.16% 107
2020
Q1 		$933K Buy
10,788
+1,623
+18% +$173K 0.15% 113
2019
Q4 		$1.02M Sell
9,165
-1
-0% -$104 0.14% 120
2019
Q3 		$917K Buy
9,166
+122
+1% +$12.2K 0.14% 131
2019
Q2 		$902K Sell
9,044
-16
-0.2% -$1.53K 0.14% 127
2019
Q1 		$851K Sell
9,060
-231
-2% -$20.4K 0.14% 136
2018
Q4 		$741K Sell
9,291
-41
-0.4% -$3.42K 0.14% 135
2018
Q3 		$772K Buy
9,332
+181
+2% +$15.3K 0.13% 151
2018
Q2 		$750K Buy
+9,151
New +$747K 0.13% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wintrust Investments's MRSH Position: Q4 2024 in Review

Wintrust Investments reduced its Marsh (MRSH) stake by 2.5% in Q4 2024, selling an estimated $3.77K and leaving 658 shares worth $139K. The position accounts for 0.12% of the portfolio, ranked #129.

Wintrust Investments first reported a position in MRSH in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.4M in Q2 2024. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Wintrust Investments held 658 shares of Marsh worth $139K as of Q4 2024.
  • Wintrust Investments sold 17 Marsh shares in Q4 2024, an estimated $3.77K.
  • Marsh made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #129 holding.
  • Wintrust Investments first reported a position in Marsh in Q2 2018 and has held it in 26 quarters since.
  • Wintrust Investments's Marsh position peaked at $1.4M in Q2 2024.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.