AP
MRSH

Appleton Partners’s Marsh MRSH Stock Holding History

Appleton 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
-975
Closed -$213K – 258
2025
Q2 		$213K Hold
975
– – 0.02% 240
2025
Q1 		$238K Sell
975
-19
-2% -$4.31K 0.02% 227
2024
Q4 		$211K Buy
994
+19
+2% +$4.21K 0.02% 245
2024
Q3 		$218K Hold
975
– – 0.02% 249
2024
Q2 		$205K Sell
975
-345
-26% -$70.9K 0.02% 253
2024
Q1 		$272K Sell
1,320
-136
-9% -$27.1K 0.02% 240
2023
Q4 		$276K Sell
1,456
-110
-7% -$21.3K 0.02% 257
2023
Q3 		$298K Hold
1,566
– – 0.03% 242
2023
Q2 		$295K Sell
1,566
-3
-0.2% -$532 0.02% 246
2023
Q1 		$261K Hold
1,569
– – 0.02% 269
2022
Q4 		$260K Hold
1,569
– – 0.02% 268
2022
Q3 		$234K Hold
1,569
– – 0.02% 268
2022
Q2 		$244K Sell
1,569
-72
-4% -$11.5K 0.02% 268
2022
Q1 		$280K Hold
1,641
– – 0.02% 264
2021
Q4 		$285K Buy
1,641
+91
+6% +$15.1K 0.02% 269
2021
Q3 		$235K Sell
1,550
-254
-14% -$38.4K 0.02% 273
2021
Q2 		$254K Buy
+1,804
New +$242K 0.02% 267

Other funds holding MRSH

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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