GF
MRSH

Gries Financial’s Marsh MRSH Stock Holding History

Gries Financial’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 		$1.42M Buy
7,066
+449
+7% +$92.3K 0.23% 104
2025
Q2 		$1.45M Sell
6,617
-306
-4% -$69.1K 0.26% 95
2025
Q1 		$1.69M Buy
6,923
+249
+4% +$56.5K 0.33% 76
2024
Q4 		$1.42M Buy
6,674
+504
+8% +$112K 0.25% 96
2024
Q3 		$1.38M Buy
6,170
+517
+9% +$115K 0.26% 96
2024
Q2 		$1.19M Sell
5,653
-536
-9% -$110K 0.25% 96
2024
Q1 		$1.27M Sell
6,189
-303
-5% -$60.4K 0.21% 114
2023
Q4 		$1.23M Buy
6,492
+14
+0.2% +$2.71K 0.27% 88
2023
Q3 		$1.23M Buy
6,478
+348
+6% +$66.7K 0.33% 82
2023
Q2 		$1.15M Hold
6,130
– – 0.32% 80
2023
Q1 		$1.02M Sell
6,130
-80
-1% -$13.3K 0.3% 82
2022
Q4 		$1.03M Hold
6,210
– – 0.34% 79
2022
Q3 		$927K Hold
6,210
– – 0.39% 78
2022
Q2 		$964K Hold
6,210
– – 0.46% 64
2022
Q1 		$1.06M Buy
6,210
+21
+0.3% +$3.31K 0.39% 74
2021
Q4 		$1.08M Buy
6,189
+88
+1% +$14.6K 0.44% 63
2021
Q3 		$924K Hold
6,101
– – 0.29% 84
2021
Q2 		$908K Hold
6,101
– – 0.29% 80
2021
Q1 		$821K Buy
+6,101
New +$703K 0.26% 89

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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