AG
MRSH

Algert Global’s Marsh MRSH Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-16,113
Closed -$3.52M – 1264
2025
Q2 		$3.52M Sell
16,113
-1,879
-10% -$424K 0.07% 445
2025
Q1 		$4.39M Buy
17,992
+3,148
+21% +$714K 0.11% 317
2024
Q4 		$3.15M Sell
14,844
-185
-1% -$41K 0.07% 445
2024
Q3 		$3.35M Buy
+15,029
New +$3.34M 0.09% 389
2023
Q3 		– Sell
-5,748
Closed -$1.08M – 1199
2023
Q2 		$1.08M Buy
+5,748
New +$1.02M 0.05% 634
2021
Q4 		– Sell
-3,741
Closed -$566K – 1053
2021
Q3 		$566K Buy
+3,741
New +$566K 0.08% 489

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return