CGA
MRSH

Crescent Grove Advisors’s Marsh MRSH Stock Holding History

Crescent Grove 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
2025
Q2 		– Sell
-829
Closed -$202K – 292
2025
Q1 		$202K Buy
+829
New +$188K 0.02% 252
2024
Q3 		– Sell
-1,092
Closed -$230K – 289
2024
Q2 		$230K Sell
1,092
-169
-13% -$34.7K 0.03% 255
2024
Q1 		$260K Buy
+1,261
New +$251K 0.03% 260
2023
Q2 		– Sell
-1,699
Closed -$283K – 303
2023
Q1 		$283K Buy
1,699
+453
+36% +$75.5K 0.03% 238
2022
Q4 		$206K Sell
1,246
-341
-21% -$55.8K 0.02% 260
2022
Q3 		$237K Buy
1,587
+1
+0.1% +$160 0.03% 234
2022
Q2 		$246K Hold
1,586
– – 0.03% 230
2022
Q1 		$270K Buy
+1,586
New +$250K 0.03% 244
2021
Q2 		– Sell
-1,877
Closed -$229K – 266
2021
Q1 		$229K Buy
+1,877
New +$216K 0.03% 188

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