XSC
MRSH

X-Square Capital’s Marsh MRSH Stock Holding History

X-Square Capital’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
-2,957
Closed -$623K – 167
2024
Q2 		$623K Buy
2,957
+51
+2% +$10.5K 0.29% 88
2024
Q1 		$599K Buy
2,906
+121
+4% +$24.1K 0.28% 91
2023
Q4 		$528K Hold
2,785
– – 0.29% 100
2023
Q3 		$524K Hold
2,785
– – 0.35% 86
2023
Q2 		$524K Hold
2,785
– – 0.35% 86
2023
Q1 		$464K Sell
2,785
-263
-9% -$43.8K 0.27% 104
2022
Q4 		$504K Buy
3,048
+121
+4% +$19.8K 0.29% 103
2022
Q3 		$437K Buy
2,927
+23
+0.8% +$3.69K 0.28% 97
2022
Q2 		$451K Buy
2,904
+166
+6% +$26.6K 0.27% 98
2022
Q1 		$467K Buy
2,738
+219
+9% +$34.5K 0.24% 101
2021
Q4 		$438K Buy
2,519
+277
+12% +$46K 0.22% 108
2021
Q3 		$340K Buy
2,242
+459
+26% +$69.4K 0.18% 115
2021
Q2 		$246K Buy
+1,783
New +$239K 0.12% 124

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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

X-Square Capital's MRSH Position: Q3 2024 in Review

X-Square Capital sold out of Marsh (MRSH) in Q3 2024, closing a stake of 2,957 shares — an estimated $623K sold.

X-Square Capital first reported a position in MRSH in Q2 2021 and held it in 13 quarters. The position peaked at $623K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • X-Square Capital reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • X-Square Capital sold 2,957 Marsh shares in Q3 2024, an estimated $623K.
  • X-Square Capital first reported a position in Marsh in Q2 2021 and held it in 13 quarters.
  • X-Square Capital's Marsh position peaked at $623K in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on X-Square Capital's 13F filing for Q3 2024, filed 22 Oct 2024.