Baldwin Wealth Partners’s Marsh MRSH Stock Holding History

Baldwin Wealth 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 Q2	–	Sell	-847	Closed	-$207K	–	231
2025 Q1	$207K	Buy	+847	New	+$192K	0.01%	217
2024 Q4	–	Sell	-922	Closed	-$206K	–	714
2024 Q3	$206K	Buy	922 +47	+5%	+$10.4K	0.01%	324
2024 Q2	$184K	Hold	875	–	–	0.01%	210
2024 Q1	$180K	Hold	875	–	–	0.01%	218
2023 Q4	$166K	Sell	875 -41	-4%	-$7.92K	0.01%	227
2023 Q3	$174K	Hold	916	–	–	0.02%	236
2023 Q2	$172K	Hold	916	–	–	0.01%	253
2023 Q1	$153K	Hold	916	–	–	0.01%	267
2022 Q4	$152K	Buy	+916	New	+$150K	0.01%	266
2018 Q3	–	Sell	-286	Closed	-$23K	–	534
2018 Q2	$23K	Hold	286	–	–	﹤0.01%	389
2018 Q1	$24K	Hold	286	–	–	﹤0.01%	365
2017 Q4	$23K	Hold	286	–	–	﹤0.01%	359
2017 Q3	$24K	Hold	286	–	–	﹤0.01%	345
2017 Q2	$22K	Hold	286	–	–	﹤0.01%	367
2017 Q1	$21K	Buy	+286	New	+$20.4K	﹤0.01%	364

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