CCA
MRSH

Catalyst Capital Advisors’s Marsh MRSH Stock Holding History

Catalyst Capital Advisors’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
Q4 		– Sell
-434
Closed -$87.5K – 434
2025
Q3 		$87.5K Sell
434
-19
-4% -$3.91K ﹤0.01% 340
2025
Q2 		$99K Sell
453
-600
-57% -$135K ﹤0.01% 333
2025
Q1 		$257K Buy
1,053
+327
+45% +$74.2K 0.01% 221
2024
Q4 		$154K Buy
726
+587
+422% +$130K ﹤0.01% 254
2024
Q3 		$31K Buy
+139
New +$30.9K ﹤0.01% 389
2016
Q4 		– Hold
0
– – – 507
2016
Q3 		– Sell
-42,025
Closed -$2.81M – 519
2016
Q2 		$2.88M Buy
42,025
+32,000
+319% +$2.05M 0.54% 70
2016
Q1 		$609K Buy
+10,025
New +$561K 0.11% 157
2015
Q4 		– Hold
0
– – – 681
2015
Q3 		– Sell
-7,700
Closed -$430K – 643
2015
Q2 		$437K Buy
+7,700
New +$445K 0.05% 258

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return