CCA
MRSH

Column Capital Advisors’s Marsh MRSH Stock Holding History

Column Capital 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
2023
Q3 		$138K Sell
723
-3
-0.4% -$575 0.02% 183
2023
Q2 		$137K Sell
726
-104
-13% -$18.5K 0.02% 183
2023
Q1 		$138K Hold
830
– – 0.02% 186
2022
Q4 		$137K Buy
830
+434
+110% +$71K 0.02% 167
2022
Q3 		$59K Hold
396
– – 0.01% 249
2022
Q2 		$61K Hold
396
– – 0.01% 248
2022
Q1 		$67K Sell
396
-6
-1% -$946 0.01% 255
2021
Q4 		$70K Sell
402
-51
-11% -$8.47K 0.01% 250
2021
Q3 		$69K Sell
453
-56
-11% -$8.47K 0.01% 231
2021
Q2 		$72K Hold
509
– – 0.02% 224
2021
Q1 		$62K Hold
509
– – 0.01% 237
2020
Q4 		$60K Sell
509
-156
-23% -$17.7K 0.02% 236
2020
Q3 		$76K Buy
665
+71
+12% +$8.14K 0.02% 185
2020
Q2 		$63K Buy
594
+566
+2,021% +$57.3K 0.02% 211
2020
Q1 		$2K Hold
28
– – ﹤0.01% 573
2019
Q4 		$3K Buy
+28
New +$2.92K ﹤0.01% 581

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