FIA
MRSH

FNY Investment Advisers’s Marsh MRSH Stock Holding History

FNY Investment Advisers’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
2023
Q2 		– Sell
-233
Closed -$38K – 662
2023
Q1 		$38K Buy
233
+113
+94% +$18.8K 0.04% 204
2022
Q4 		$19K Sell
120
-20
-14% -$3.27K 0.03% 257
2022
Q3 		$20K Buy
140
+42
+43% +$6.74K 0.01% 306
2022
Q2 		$15K Buy
+98
New +$15.7K 0.01% 364
2019
Q3 		– Sell
-1,500
Closed -$149K – 1101
2019
Q2 		$149K Buy
+1,500
New +$144K 0.04% 195
2019
Q1 		– Sell
-1,500
Closed -$119K – 886
2018
Q4 		$119K Buy
+1,500
New +$125K 0.04% 160
2018
Q3 		– Sell
-41
Closed -$3K – 1194
2018
Q2 		$3K Buy
+41
New +$3.35K ﹤0.01% 721

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return