CA
MRSH

Cetera Advisors’s Marsh MRSH Stock Holding History

Cetera 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
2024
Q1 		$1.83M Buy
8,861
+3,074
+53% +$613K 0.01% 860
2023
Q4 		$1.1M Sell
5,787
-28
-0.5% -$5.41K 0.02% 742
2023
Q3 		$1.11M Sell
5,815
-3,887
-40% -$745K 0.02% 687
2023
Q2 		$1.82M Buy
9,702
+5,025
+107% +$892K 0.03% 496
2023
Q1 		$779K Sell
4,677
-1,166
-20% -$194K 0.01% 803
2022
Q4 		$967K Buy
5,843
+3,254
+126% +$532K 0.02% 691
2022
Q3 		$387K Buy
2,589
+327
+14% +$52.5K 0.01% 887
2022
Q2 		$351K Buy
2,262
+179
+9% +$28.7K 0.01% 986
2022
Q1 		$355K Buy
2,083
+128
+7% +$20.2K 0.01% 1028
2021
Q4 		$340K Sell
1,955
-433
-18% -$71.9K 0.01% 1066
2021
Q3 		$362K Buy
2,388
+585
+32% +$88.5K 0.01% 1010
2021
Q2 		$254K Buy
1,803
+165
+10% +$22.1K 0.01% 1123
2021
Q1 		$200K Buy
+1,638
New +$189K 0.01% 1150

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return