Envestnet Asset Management’s Marsh MRSH Stock Holding History

Envestnet Asset 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
2026 Q1	$197M	Buy	1,133,483 +1,537	+0.1%	+$276K	0.05%	333
2025 Q4	$210M	Sell	1,131,946 -164,526	-13%	-$30.8M	0.06%	290
2025 Q3	$261M	Buy	1,296,472 +26,148	+2%	+$5.38M	0.08%	248
2025 Q2	$278M	Buy	1,270,324 +29,127	+2%	+$6.58M	0.08%	224
2025 Q1	$303M	Buy	1,241,197 +16,879	+1%	+$3.83M	0.1%	191
2024 Q4	$260M	Buy	1,224,318 +45,782	+4%	+$10.2M	0.08%	212
2024 Q3	$263M	Buy	1,178,536 +2,896	+0.2%	+$643K	0.08%	217
2024 Q2	$248M	Buy	1,175,640 +175,396	+18%	+$36M	0.09%	218
2024 Q1	$206M	Sell	1,000,244 -12,176	-1%	-$2.43M	0.08%	252
2023 Q4	$192M	Sell	1,012,420 -199,284	-16%	-$38.5M	0.08%	243
2023 Q3	$231M	Buy	1,211,704 +235,502	+24%	+$45.1M	0.11%	185
2023 Q2	$184M	Buy	976,202 +23,317	+2%	+$4.14M	0.08%	211
2023 Q1	$159M	Buy	952,885 +28,092	+3%	+$4.68M	0.08%	233
2022 Q4	$153M	Buy	924,793 +105,876	+13%	+$17.3M	0.08%	225
2022 Q3	$122M	Buy	818,917 +53,794	+7%	+$8.63M	0.07%	240
2022 Q2	$119M	Buy	765,123 +50,686	+7%	+$8.12M	0.07%	253
2022 Q1	$122M	Buy	714,437 +104,707	+17%	+$16.5M	0.06%	267
2021 Q4	$106M	Buy	609,730 +3,474	+0.6%	+$577K	0.05%	305
2021 Q3	$91.8M	Sell	606,256 -33,221	-5%	-$5.02M	0.05%	310
2021 Q2	$90M	Buy	639,477 +2,859	+0.4%	+$383K	0.05%	310
2021 Q1	$77.5M	Buy	636,618 +264,753	+71%	+$30.5M	0.05%	302
2020 Q4	$43.5M	Sell	371,865 -7,848	-2%	-$892K	0.03%	384
2020 Q3	$43.6M	Buy	379,713 +52,734	+16%	+$6.04M	0.04%	337
2020 Q2	$35.1M	Buy	326,979 +85,059	+35%	+$8.61M	0.03%	363
2020 Q1	$20.9M	Buy	241,920 +28,739	+13%	+$3.06M	0.02%	442
2019 Q4	$23.8M	Buy	213,181 +26,493	+14%	+$2.77M	0.03%	469
2019 Q3	$18.7M	Sell	186,688 -8,228	-4%	-$822K	0.02%	523
2019 Q2	$19.4M	Buy	194,916 +5,609	+3%	+$537K	0.02%	482
2019 Q1	$17.8M	Buy	189,307 +13,228	+8%	+$1.17M	0.02%	482
2018 Q4	$14M	Buy	176,079 +173,257	+6,140%	+$14.4M	0.02%	478
2018 Q3	$233K	Sell	2,822 -28,112	-91%	-$2.38M	﹤0.01%	1114
2018 Q2	$2.54M	Buy	30,934 +1,008	+3%	+$82.3K	0.01%	735
2018 Q1	$2.47M	Sell	29,926 -4,124	-12%	-$342K	0.01%	634
2017 Q4	$2.77M	Buy	34,050 +4,711	+16%	+$392K	0.01%	820
2017 Q3	$2.46M	Sell	29,339 -2,467	-8%	-$196K	0.01%	811
2017 Q2	$2.48M	Buy	31,806 +315	+1%	+$23.8K	0.01%	829
2017 Q1	$2.33M	Sell	31,491 -5,707	-15%	-$408K	0.01%	874
2016 Q4	$2.51M	Sell	37,198 -371	-1%	-$24.9K	0.01%	822
2016 Q3	$2.53M	Sell	37,569 -5,887	-14%	-$394K	0.01%	843
2016 Q2	$2.98M	Buy	43,456 +4,303	+11%	+$276K	0.01%	834
2016 Q1	$2.38M	Sell	39,153 -7,809	-17%	-$437K	0.01%	899
2015 Q4	$2.6M	Sell	46,962 -10,090	-18%	-$556K	0.01%	831
2015 Q3	$2.98M	Sell	57,052 -14,238	-20%	-$795K	0.01%	771
2015 Q2	$4.04M	Sell	71,290 -2,556	-3%	-$148K	0.02%	696
2015 Q1	$4.14M	Buy	73,846 +67,048	+986%	+$3.78M	0.02%	632
2014 Q4	$389K	Buy	6,798 +380	+6%	+$20.8K	﹤0.01%	777
2014 Q3	$336K	Buy	6,418 +3,287	+105%	+$171K	﹤0.01%	900
2014 Q2	$162K	Buy	3,131 +2,535	+425%	+$126K	﹤0.01%	1066
2014 Q1	$29K	Buy	596 +299	+101%	+$14.3K	﹤0.01%	1553
2013 Q4	$14K	Sell	297 -37	-11%	-$1.72K	﹤0.01%	1619
2013 Q3	$15K	Sell	334 -6,884	-95%	-$289K	﹤0.01%	1564
2013 Q2	$288K	Buy	+7,218	New	+$282K	﹤0.01%	720