CF
MRSH

Centaurus Financial’s Marsh MRSH Stock Holding History

Centaurus Financial’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
Q2 		– Sell
-617
Closed -$103K – 865
2023
Q1 		$103K Buy
+617
New +$103K 0.01% 857
2022
Q3 		– Sell
-2,341
Closed -$363K – 873
2022
Q2 		$363K Buy
2,341
+26
+1% +$4.17K 0.04% 442
2022
Q1 		$395K Sell
2,315
-25
-1% -$3.94K 0.03% 477
2021
Q4 		$407K Buy
2,340
+25
+1% +$4.15K 0.03% 490
2021
Q3 		$351K Hold
2,315
– – 0.03% 511
2021
Q2 		$326K Buy
2,315
+132
+6% +$17.7K 0.03% 547
2021
Q1 		$266K Hold
2,183
– – 0.03% 532
2020
Q4 		$255K Hold
2,183
– – 0.03% 500
2020
Q3 		$250K Hold
2,183
– – 0.03% 410
2020
Q2 		$234K Buy
2,183
+200
+10% +$20.2K 0.03% 388
2020
Q1 		$171K Sell
1,983
-151
-7% -$16.1K 0.03% 374
2019
Q4 		$238K Buy
+2,134
New +$223K 0.03% 417
2018
Q3 		– Sell
-94
Closed -$8K – 1446
2018
Q2 		$8K Buy
+94
New +$7.67K ﹤0.01% 1638

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return