DAC
MRSH

Dividend Assets Capital’s Marsh MRSH Stock Holding History

Dividend Assets Capital’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
Q1 		– Sell
-200
Closed -$38K – 283
2023
Q4 		$38K Sell
200
-50
-20% -$9.66K 0.01% 278
2023
Q3 		$48K Sell
250
-54
-18% -$10.3K 0.01% 265
2023
Q2 		$57K Sell
304
-50
-14% -$8.87K 0.01% 251
2023
Q1 		$59K Hold
354
– – 0.01% 261
2022
Q4 		$59K Hold
354
– – 0.01% 261
2022
Q3 		$53K Buy
354
+54
+18% +$8.66K 0.01% 261
2022
Q2 		$47K Hold
300
– – 0.01% 293
2022
Q1 		$51K Hold
300
– – 0.01% 295
2021
Q4 		$52K Hold
300
– – 0.01% 292
2021
Q3 		$45K Hold
300
– – 0.01% 304
2021
Q2 		$42K Hold
300
– – 0.01% 319
2021
Q1 		$37K Hold
300
– – 0.01% 326
2020
Q4 		$35K Buy
+300
New +$34.1K 0.01% 317
2018
Q4 		– Sell
-3,800
Closed -$314K – 167
2018
Q3 		$314K Hold
3,800
– – 0.04% 153
2018
Q2 		$311K Sell
3,800
-100
-3% -$8.16K 0.04% 149
2018
Q1 		$322K Sell
3,900
-648
-14% -$53.7K 0.02% 141
2017
Q4 		$370K Buy
4,548
+1,948
+75% +$162K 0.02% 132
2017
Q3 		$218K Hold
2,600
– – 0.01% 165
2017
Q2 		$203K Buy
+2,600
New +$196K 0.01% 158
2017
Q1 		– Sell
-2,975
Closed -$201K – 167
2016
Q4 		$201K Buy
+2,975
New +$199K 0.01% 150

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return