AFP
MRSH

Alpha Financial Partners’s Marsh MRSH Stock Holding History

Alpha Financial Partners’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
-1,056
Closed -$231K – 96
2025
Q2 		$231K Sell
1,056
-21
-2% -$4.74K 0.17% 76
2025
Q1 		$263K Buy
1,077
+4
+0.4% +$908 0.21% 64
2024
Q4 		$228K Buy
+1,073
New +$238K 0.18% 70
2023
Q4 		– Sell
-1,582
Closed -$301K – 86
2023
Q3 		$301K Sell
1,582
-31
-2% -$5.94K 0.35% 53
2023
Q2 		$303K Sell
1,613
-35
-2% -$6.21K 0.32% 63
2023
Q1 		$274K Sell
1,648
-100
-6% -$16.7K 0.31% 67
2022
Q4 		$289K Buy
+1,748
New +$286K 0.35% 59

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State Street
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Capital World Investors
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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