CIC
MRSH

Cutler Investment Counsel’s Marsh MRSH Stock Holding History

Cutler Investment Counsel’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
2022
Q4 		– Sell
-71,621
Closed -$10.7M – 132
2022
Q3 		$10.7M Sell
71,621
-163
-0.2% -$26.2K 1.78% 21
2022
Q2 		$11.1M Buy
71,784
+623
+0.9% +$99.8K 1.75% 21
2022
Q1 		$12.1M Buy
71,161
+2,082
+3% +$328K 1.68% 22
2021
Q4 		$12M Buy
69,079
+997
+1% +$166K 1.81% 20
2021
Q3 		$10.3M Sell
68,082
-1,724
-2% -$261K 1.63% 22
2021
Q2 		$9.82M Buy
69,806
+170
+0.2% +$22.8K 1.54% 27
2021
Q1 		$8.48M Buy
69,636
+296
+0.4% +$34.1K 1.47% 29
2020
Q4 		$8.11M Sell
69,340
-158
-0.2% -$18K 1.49% 28
2020
Q3 		$7.97M Buy
69,498
+89
+0.1% +$10.2K 1.54% 28
2020
Q2 		$7.45M Sell
69,409
-204
-0.3% -$20.6K 1.58% 27
2020
Q1 		$6.02M Sell
69,613
-177
-0.3% -$18.9K 1.46% 31
2019
Q4 		$7.78M Sell
69,790
-9,517
-12% -$994K 1.56% 31
2019
Q3 		$7.93M Sell
79,307
-2,501
-3% -$250K 1.53% 34
2019
Q2 		$8.16M Sell
81,808
-672
-0.8% -$64.3K 1.57% 33
2019
Q1 		$7.75M Sell
82,480
-21
-0% -$1.86K 1.51% 33
2018
Q4 		$6.58M Sell
82,501
-2,537
-3% -$212K 1.42% 36
2018
Q3 		$7.03M Buy
85,038
+139
+0.2% +$11.8K 1.32% 38
2018
Q2 		$6.96M Sell
84,899
-755
-0.9% -$61.6K 1.37% 37
2018
Q1 		$7.07M Sell
85,654
-112
-0.1% -$9.28K 1.38% 36
2017
Q4 		$6.98M Buy
85,766
+1,102
+1% +$91.6K 1.35% 39
2017
Q3 		$7.1M Buy
+84,664
New +$6.71M 1.66% 34

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return