CWM
MRSH

Congress Wealth Management’s Marsh MRSH Stock Holding History

Congress Wealth Management’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
Q2 		$2.82M Buy
12,918
+548
+4% +$124K 0.03% 499
2025
Q1 		$2.99M Buy
12,370
+3,682
+42% +$835K 0.04% 416
2024
Q4 		$1.85M Buy
8,688
+5,142
+145% +$1.14M 0.03% 421
2024
Q3 		$791K Sell
3,546
-30
-0.8% -$6.66K 0.01% 556
2024
Q2 		$754K Sell
3,576
-4,317
-55% -$887K 0.01% 470
2024
Q1 		$1.63M Buy
7,893
+1,447
+22% +$288K 0.03% 333
2023
Q4 		$1.22M Buy
+6,446
New +$1.25M 0.02% 372
2023
Q3 		– Sell
-2,119
Closed -$399K – 615
2023
Q2 		$399K Sell
2,119
-6
-0.3% -$1.06K 0.01% 447
2023
Q1 		$354K Buy
2,125
+171
+9% +$28.5K 0.01% 463
2022
Q4 		$323K Hold
1,954
– – 0.01% 465
2022
Q3 		$291K Sell
1,954
-13
-0.7% -$2.09K 0.01% 474
2022
Q2 		$306K Sell
1,967
-74
-4% -$11.9K 0.01% 475
2022
Q1 		$348K Buy
2,041
+26
+1% +$4.1K 0.01% 485
2021
Q4 		$350K Buy
+2,015
New +$335K 0.01% 508

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return