AIL
MRSH

AGF Investments LLC’s Marsh MRSH Stock Holding History

AGF Investments LLC’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
2022
Q1 		– Sell
-4,653
Closed -$809K – 488
2021
Q4 		$809K Buy
4,653
+669
+17% +$111K 0.07% 164
2021
Q3 		$603K Sell
3,984
-416
-9% -$62.9K 0.06% 146
2021
Q2 		$619K Buy
+4,400
New +$590K 0.06% 135
2021
Q1 		– Sell
-121
Closed -$14K – 475
2020
Q4 		$14K Sell
121
-75
-38% -$8.52K ﹤0.01% 441
2020
Q3 		$22K Sell
196
-20
-9% -$2.29K ﹤0.01% 432
2020
Q2 		$23K Buy
216
+145
+204% +$14.7K ﹤0.01% 457
2020
Q1 		$6K Buy
71
+14
+25% +$1.49K ﹤0.01% 513
2019
Q4 		$6K Sell
57
-4,627
-99% -$483K ﹤0.01% 532
2019
Q3 		$469K Buy
4,684
+1,637
+54% +$164K 0.11% 241
2019
Q2 		$304K Buy
3,047
+842
+38% +$80.6K 0.06% 314
2019
Q1 		$207K Sell
2,205
-70,033
-97% -$6.19M 0.05% 331
2018
Q4 		$5.76M Buy
72,238
+6,536
+10% +$545K 0.8% 36
2018
Q3 		$5.43M Buy
65,702
+1,577
+2% +$134K 0.69% 40
2018
Q2 		$5.26K Sell
64,125
-5,914
-8% -$483K 0.6% 44
2018
Q1 		$5.79M Sell
70,039
-13,023
-16% -$1.08M 0.97% 27
2017
Q4 		$6.76M Buy
83,062
+15,708
+23% +$1.31M 1.17% 26
2017
Q3 		$5.64M Buy
67,354
+7,379
+12% +$585K 1.25% 24
2017
Q2 		$4.68M Buy
59,975
+3,604
+6% +$272K 1.07% 24
2017
Q1 		$4.17M Buy
56,371
+3,437
+6% +$246K 1.05% 24
2016
Q4 		$3.58M Buy
+52,934
New +$3.55M 0.95% 28

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return