WWP
MRSH

WR Wealth Planners’s Marsh MRSH Stock Holding History

WR Wealth Planners’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 		$18.7K Buy
88
+2
+2% +$444 0.01% 480
2024
Q3 		$19.2K Sell
86
-8
-9% -$1.78K 0.01% 493
2024
Q2 		$19.8K Buy
94
+6
+7% +$1.23K 0.01% 446
2024
Q1 		$18.1K Buy
+88
New +$17.5K 0.01% 472
2023
Q4 		– Sell
-77
Closed -$14.7K – 593
2023
Q3 		$14.7K Buy
77
+20
+35% +$3.83K 0.01% 478
2023
Q2 		$10.7K Sell
57
-1
-2% -$177 ﹤0.01% 539
2023
Q1 		$9.66K Buy
+58
New +$9.66K ﹤0.01% 566

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

WR Wealth Planners's MRSH Position: Q4 2024 in Review

WR Wealth Planners increased its Marsh (MRSH) stake by 2.3% in Q4 2024, buying an estimated $444 and bringing the position to 88 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #480.

WR Wealth Planners first reported a position in MRSH in Q1 2023 and has held it in 7 quarters since. The position peaked at $19.8K in Q2 2024. 1,574 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • WR Wealth Planners held 88 shares of Marsh worth $18.7K as of Q4 2024.
  • WR Wealth Planners bought 2 Marsh shares in Q4 2024, an estimated $444.
  • Marsh made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #480 holding.
  • WR Wealth Planners first reported a position in Marsh in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Marsh position peaked at $19.8K in Q2 2024.
  • 1,574 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.