CA
MRSH

Centerpoint Advisors’s Marsh MRSH Stock Holding History

Centerpoint 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
-5
Closed -$1K – 438
2025
Q3 		$1K Hold
5
– – ﹤0.01% 428
2025
Q2 		$1K Buy
+5
New +$1.13K ﹤0.01% 368
2023
Q4 		– Sell
-6
Closed -$1K – 537
2023
Q3 		$1K Hold
6
– – ﹤0.01% 514
2023
Q2 		$1K Hold
6
– – ﹤0.01% 513
2023
Q1 		$1K Buy
+6
New +$1K ﹤0.01% 511
2020
Q3 		– Sell
-55
Closed -$6K – 259
2020
Q2 		$6K Hold
55
– – ﹤0.01% 187
2020
Q1 		$5K Hold
55
– – 0.01% 181
2019
Q4 		$6K Hold
55
– – ﹤0.01% 198
2019
Q3 		$6K Hold
55
– – ﹤0.01% 188
2019
Q2 		$5K Hold
55
– – ﹤0.01% 190
2019
Q1 		$5K Hold
55
– – ﹤0.01% 187
2018
Q4 		$4K Hold
55
– – ﹤0.01% 190
2018
Q3 		$5K Hold
55
– – ﹤0.01% 177
2018
Q2 		$5K Buy
+55
New +$4.49K ﹤0.01% 210

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