AIM
MRSH

Alphinity Investment Management’s Marsh MRSH Stock Holding History

Alphinity Investment Management’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
Q2 		– Sell
-827,566
Closed -$202M – 35
2025
Q1 		$202M Sell
827,566
-1,600,289
-66% -$363M 1.37% 22
2024
Q4 		$516M Sell
2,427,855
-86,209
-3% -$19.1M 2.8% 23
2024
Q3 		$561M Buy
2,514,064
+38,949
+2% +$8.65M 3.31% 19
2024
Q2 		$522M Buy
2,475,115
+508,527
+26% +$104M 3.84% 15
2024
Q1 		$405M Sell
1,966,588
-97,180
-5% -$19.4M 3.59% 19
2023
Q4 		$391M Buy
2,063,768
+184,826
+10% +$35.7M 3.97% 12
2023
Q3 		$358M Buy
1,878,942
+266,844
+17% +$51.1M 5.72% 5
2023
Q2 		$303M Buy
+1,612,098
New +$286M 4.93% 7

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return