HFM
MRSH

Harvest Fund Management’s Marsh MRSH Stock Holding History

Harvest Fund 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
2025
Q2 		– Sell
-2,025
Closed -$494K – 706
2025
Q1 		$494K Buy
2,025
+654
+48% +$148K 0.02% 274
2024
Q4 		$291K Sell
1,371
-773
-36% -$171K 0.01% 415
2024
Q3 		$478K Buy
2,144
+1,535
+252% +$341K 0.03% 246
2024
Q2 		$128K Hold
609
– – 0.01% 382
2024
Q1 		$125K Sell
609
-403
-40% -$80.3K 0.01% 396
2023
Q4 		$192K Sell
1,012
-2,387
-70% -$461K 0.03% 237
2023
Q3 		$647K Buy
3,399
+2,591
+321% +$497K 0.11% 99
2023
Q2 		$152K Buy
+808
New +$143K 0.03% 258
2022
Q1 		– Sell
-228
Closed -$39K – 772
2021
Q4 		$39K Hold
228
– – 0.01% 512
2021
Q3 		$34K Buy
+228
New +$34.5K 0.01% 488
2021
Q1 		– Sell
-1,677
Closed -$196K – 849
2020
Q4 		$196K Sell
1,677
-717
-30% -$81.5K 0.02% 155
2020
Q3 		$276K Hold
2,394
– – 0.02% 120
2020
Q2 		$257K Buy
2,394
+1,086
+83% +$110K 0.02% 118
2020
Q1 		$112K Buy
1,308
+395
+43% +$42.1K 0.01% 187
2019
Q4 		$102K Buy
913
+351
+62% +$36.7K 0.01% 190
2019
Q3 		$56K Hold
562
– – 0.01% 258
2019
Q2 		$56K Hold
562
– – 0.01% 277
2019
Q1 		$53K Hold
562
– – 0.01% 267
2018
Q4 		$45K Buy
+562
New +$46.9K 0.01% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return