DA
MRSH

Drake & Associates’s Marsh MRSH Stock Holding History

Drake & Associates’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
Q3 		– Sell
-12,391
Closed -$2.71M – 108
2025
Q2 		$2.71M Buy
12,391
+4,545
+58% +$1.03M 0.66% 28
2025
Q1 		$1.91M Buy
7,846
+1,616
+26% +$367K 0.54% 25
2024
Q4 		$1.42M Buy
6,230
+3,279
+111% +$727K 0.4% 29
2024
Q3 		$658K Buy
2,951
+506
+21% +$112K 0.21% 34
2024
Q2 		$515K Buy
2,445
+164
+7% +$33.7K 0.18% 37
2024
Q1 		$470K Buy
2,281
+35
+2% +$6.97K 0.17% 46
2023
Q4 		$426K Sell
2,246
-342
-13% -$66.1K 0.17% 48
2023
Q3 		$492K Buy
2,588
+301
+13% +$57.7K 0.22% 36
2023
Q2 		$430K Sell
2,287
-21
-0.9% -$3.73K 0.19% 41
2023
Q1 		$384K Buy
2,308
+79
+4% +$13.2K 0.19% 37
2022
Q4 		$369K Buy
2,229
+329
+17% +$53.8K 0.2% 42
2022
Q3 		$284K Buy
1,900
+275
+17% +$44.1K 0.16% 38
2022
Q2 		$252K Buy
+1,625
New +$260K 0.14% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return