Eagle Bay Advisors’s Marsh MRSH Stock Holding History

Eagle Bay Advisors’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 Q1	–	Sell	-458	Closed	-$97.3K	–	638
2024 Q4	$97.3K	Sell	458 -12	-3%	-$2.66K	0.06%	210
2024 Q3	$105K	Buy	470 +4	+0.9%	+$888	0.04%	275
2024 Q2	$98.2K	Buy	466 +8	+2%	+$1.64K	0.06%	219
2024 Q1	$94.3K	Buy	458 +17	+4%	+$3.39K	0.06%	223
2023 Q4	$83.6K	Sell	441 -9	-2%	-$1.74K	0.05%	232
2023 Q3	$85.6K	Sell	450 -4	-0.9%	-$767	0.04%	285
2023 Q2	$85.4K	Buy	454 +18	+4%	+$3.19K	0.05%	248
2023 Q1	$72.6K	Sell	436 -16	-4%	-$2.67K	0.04%	309
2022 Q4	$74.8K	Sell	452 -31	-6%	-$5.07K	0.04%	299
2022 Q3	$72K	Hold	483	–	–	0.04%	264
2022 Q2	$75K	Buy	+483	New	+$77.4K	0.05%	269
2022 Q1	–	Sell	-529	Closed	-$92K	–	692
2021 Q4	$92K	Sell	529 -589	-53%	-$97.8K	0.06%	202
2021 Q3	$170K	Buy	1,118 +528	+89%	+$79.9K	0.1%	144
2021 Q2	$85K	Buy	+590	New	+$79.1K	0.07%	185

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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