ACM
MRSH

AUA Capital Management’s Marsh MRSH Stock Holding History

AUA Capital 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
2023
Q1 		– Sell
-46
Closed -$7.61K – 240
2022
Q4 		$7.61K Hold
46
– – 0.01% 166
2022
Q3 		$7K Sell
46
-1
-2% -$160 ﹤0.01% 176
2022
Q2 		$7K Hold
47
– – ﹤0.01% 181
2022
Q1 		$8K Hold
47
– – ﹤0.01% 177
2021
Q4 		$8K Hold
47
– – ﹤0.01% 175
2021
Q3 		$7K Hold
47
– – ﹤0.01% 173
2021
Q2 		$7K Hold
47
– – ﹤0.01% 174
2021
Q1 		$6K Hold
47
– – ﹤0.01% 191
2020
Q4 		$5K Sell
47
-1
-2% -$114 ﹤0.01% 193
2020
Q3 		$6K Buy
+48
New +$5.5K 0.01% 175

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return