CIR
MRSH

Clear Investment Research’s Marsh MRSH Stock Holding History

Clear Investment Research’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
2026
Q1 		$30.2K Buy
+174
New +$31.3K 0.05% 132
2025
Q4 		– Sell
-173
Closed -$35.1K – 163
2025
Q3 		$35.1K Buy
173
+34
+24% +$6.99K 0.05% 137
2025
Q2 		$30.6K Hold
139
– – 0.04% 128
2025
Q1 		$34.2K Hold
139
– – 0.05% 124
2024
Q4 		$29.7K Hold
139
– – 0.04% 129
2024
Q3 		$31.2K Hold
139
– – 0.04% 126
2024
Q2 		$29.5K Hold
139
– – 0.04% 120
2024
Q1 		$28.7K Sell
139
-35
-20% -$6.97K 0.04% 125
2023
Q4 		$33K Buy
+174
New +$33.6K 0.05% 128
2019
Q4 		– Sell
-6
Closed -$1K – 268
2019
Q3 		$1K Hold
6
– – ﹤0.01% 178
2019
Q2 		$1K Hold
6
– – ﹤0.01% 176
2019
Q1 		$1K Hold
6
– – ﹤0.01% 172
2018
Q4 		$0 Hold
6
– – ﹤0.01% 309
2018
Q3 		$0 Buy
+6
New +$508 ﹤0.01% 319

Other funds holding MRSH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return