DWM
MRSH

Doyle Wealth Management’s Marsh MRSH Stock Holding History

Doyle 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
2022
Q1 		– Sell
-1,178
Closed -$205K – 253
2021
Q4 		$205K Buy
+1,178
New +$196K 0.01% 225
2019
Q3 		– Sell
-1,400
Closed -$140K – 534
2019
Q2 		$140K Buy
+1,400
New +$134K 0.02% 233
2019
Q1 		– Sell
-1,400
Closed -$112K – 518
2018
Q4 		$112K Buy
+1,400
New +$117K 0.02% 234
2018
Q3 		– Sell
-4,000
Closed -$328K – 197
2018
Q2 		$328K Hold
4,000
– – 0.05% 138
2018
Q1 		$330K Hold
4,000
– – 0.06% 125
2017
Q4 		$326K Sell
4,000
-800
-17% -$66.5K 0.06% 125
2017
Q3 		$402K Hold
4,800
– – 0.07% 101
2017
Q2 		$374K Sell
4,800
-44
-0.9% -$3.32K 0.07% 101
2017
Q1 		$358K Buy
+4,844
New +$346K 0.07% 101

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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