GC
MRSH

Garde Capital’s Marsh MRSH Stock Holding History

Garde Capital’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
-171
Closed -$37.4K – 582
2025
Q2 		$37.4K Hold
171
– – ﹤0.01% 379
2025
Q1 		$41.7K Buy
+171
New +$38.8K ﹤0.01% 358
2024
Q2 		– Sell
-1,080
Closed -$222K – 280
2024
Q1 		$222K Sell
1,080
-418
-28% -$83.3K 0.02% 193
2023
Q4 		$284K Buy
1,498
+418
+39% +$80.8K 0.02% 172
2023
Q3 		$206K Buy
1,080
+10
+0.9% +$1.92K 0.02% 193
2023
Q2 		$201K Sell
1,070
-29
-3% -$5.15K 0.02% 214
2023
Q1 		$183K Hold
1,099
– – 0.02% 191
2022
Q4 		$182K Buy
1,099
+29
+3% +$4.74K 0.02% 189
2022
Q3 		$160K Hold
1,070
– – 0.02% 193
2022
Q2 		$166K Hold
1,070
– – 0.02% 203
2022
Q1 		$182K Hold
1,070
– – 0.02% 208
2021
Q4 		$186K Hold
1,070
– – 0.02% 220
2021
Q3 		$162K Hold
1,070
– – 0.02% 223
2021
Q2 		$151K Hold
1,070
– – 0.02% 228
2021
Q1 		$130K Hold
1,070
– – 0.02% 222
2020
Q4 		$125K Buy
+1,070
New +$122K 0.02% 223

Other funds holding MRSH

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State Street
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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