FAFN
MRSH

First Affirmative Financial Network’s Marsh MRSH Stock Holding History

First Affirmative Financial Network’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 		$207K Sell
1,026
-243
-19% -$50K 0.1% 264
2025
Q2 		$278K Sell
1,269
-177
-12% -$40K 0.14% 189
2025
Q1 		$353K Sell
1,446
-204
-12% -$46.3K 0.22% 133
2024
Q4 		$350K Sell
1,650
-163
-9% -$36.2K 0.2% 135
2024
Q3 		$405K Buy
1,813
+249
+16% +$55.3K 0.22% 127
2024
Q2 		$330K Sell
1,564
-18
-1% -$3.7K 0.23% 134
2024
Q1 		$326K Buy
1,582
+376
+31% +$74.9K 0.24% 137
2023
Q4 		$229K Buy
+1,206
New +$233K 0.18% 189

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