CM
MRSH

Crestline Management’s Marsh MRSH Stock Holding History

Crestline 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
2024
Q4 		– Sell
-6,452
Closed -$1.44M – 827
2024
Q3 		$1.44M Buy
+6,452
New +$1.43M 0.08% 225
2024
Q1 		– Sell
-27,000
Closed -$5.12M – 207
2023
Q4 		$5.12M Sell
27,000
-3,000
-10% -$580K 0.47% 83
2023
Q3 		$5.71M Sell
30,000
-5,000
-14% -$958K 0.68% 56
2023
Q2 		$6.58M Sell
35,000
-5,000
-13% -$887K 0.72% 47
2023
Q1 		$6.66M Buy
40,000
+15,000
+60% +$2.5M 0.81% 43
2022
Q4 		$4.14M Sell
25,000
-35,000
-58% -$5.72M 0.61% 50
2022
Q3 		$8.96M Buy
+60,000
New +$9.63M 1.21% 10
2022
Q2 		– Sell
-20,390
Closed -$3.48M – 266
2022
Q1 		$3.48M Buy
20,390
+7,167
+54% +$1.13M 0.44% 54
2021
Q4 		$2.3M Buy
+13,223
New +$2.2M 0.17% 108
2021
Q3 		– Sell
-45,000
Closed -$6.33M – 253
2021
Q2 		$6.33M Buy
+45,000
New +$6.03M 0.55% 24

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return