IA
MRSH

Icon Advisers’s Marsh MRSH Stock Holding History

Icon 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
2024
Q4 		– Sell
-4,000
Closed -$892K – 193
2024
Q3 		$892K Sell
4,000
-7,500
-65% -$1.66M 0.19% 147
2024
Q2 		$2.42M Hold
11,500
– – 0.54% 85
2024
Q1 		$2.34M Hold
11,500
– – 0.51% 84
2023
Q4 		$2.18M Hold
11,500
– – 0.5% 82
2023
Q3 		$2.18M Hold
11,500
– – 0.54% 70
2023
Q2 		$2.16M Hold
11,500
– – 0.55% 73
2023
Q1 		$1.92M Hold
11,500
– – 0.49% 85
2022
Q4 		$1.9M Hold
11,500
– – 0.49% 84
2022
Q3 		$1.72M Sell
11,500
-2,100
-15% -$337K 0.47% 79
2022
Q2 		$2.11M Buy
13,600
+6,300
+86% +$1.01M 0.49% 83
2022
Q1 		$1.24M Hold
7,300
– – 0.21% 145
2021
Q4 		$1.27M Buy
7,300
+2,600
+55% +$432K 0.2% 142
2021
Q3 		$712K Hold
4,700
– – 0.12% 156
2021
Q2 		$661K Hold
4,700
– – 0.11% 160
2021
Q1 		$572K Hold
4,700
– – 0.09% 169
2020
Q4 		$550K Hold
4,700
– – 0.1% 159
2020
Q3 		$539K Sell
4,700
-6,900
-59% -$791K 0.11% 165
2020
Q2 		$1.25M Hold
11,600
– – 0.24% 134
2020
Q1 		$1M Hold
11,600
– – 0.22% 140
2019
Q4 		$1.29M Buy
+11,600
New +$1.21M 0.18% 164

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return