AXS Investments’s Marsh MRSH Stock Holding History

AXS Investments’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	-5,557	Closed	-$1.36M	–	190
2025 Q1	$1.36M	Sell	5,557 -353	-6%	-$80.1K	0.38%	106
2024 Q4	$1.26M	Buy	5,910 +170	+3%	+$37.7K	0.35%	141
2024 Q3	$1.28M	Sell	5,740 -80	-1%	-$17.8K	0.34%	159
2024 Q2	$1.23M	Sell	5,820 -283	-5%	-$58.1K	0.34%	121
2024 Q1	$1.26M	Sell	6,103 -922	-13%	-$184K	0.3%	137
2023 Q4	$1.33M	Buy	7,025 +636	+10%	+$123K	0.32%	124
2023 Q3	$1.22M	Sell	6,389 -497	-7%	-$95.3K	0.31%	102
2023 Q2	$1.3M	Sell	6,886 -368	-5%	-$65.3K	0.35%	100
2023 Q1	$1.21M	Buy	7,254 +439	+6%	+$73.1K	0.4%	81
2022 Q4	$1.13M	Buy	6,815 +161	+2%	+$26.3K	0.4%	82
2022 Q3	$993K	Sell	6,654 -36	-0.5%	-$5.78K	0.39%	78
2022 Q2	$1.04M	Buy	+6,690	New	+$1.07M	0.37%	77
2021 Q4	–	Sell	-3,372	Closed	-$511K	–	216
2021 Q3	$511K	Buy	+3,372	New	+$510K	0.19%	51

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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