CAC
MRSH

Certified Advisory Corp’s Marsh MRSH Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-220
Closed -$27K – 526
2021
Q1 		$27K Buy
+220
New +$25.3K 0.01% 444
2020
Q2 		$24K Hold
220
– – 0.01% 410
2020
Q1 		$19K Hold
220
– – 0.01% 423
2019
Q4 		$25K Hold
220
– – 0.01% 435
2019
Q3 		$22K Hold
220
– – 0.01% 470
2019
Q2 		$22K Hold
220
– – 0.01% 468
2019
Q1 		$21K Hold
220
– – 0.01% 441
2018
Q4 		$18K Sell
220
-26
-11% -$2.17K 0.01% 451
2018
Q3 		$20K Sell
246
-1
-0.4% -$85 0.01% 454
2018
Q2 		$20K Hold
247
– – 0.01% 434
2018
Q1 		$20K Hold
247
– – 0.01% 414
2017
Q4 		$19K Buy
+247
New +$20.5K 0.01% 381

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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