IP
MRSH

Interval Partners’s Marsh MRSH Stock Holding History

Interval Partners’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
-16,643
Closed -$3.71M – 448
2024
Q3 		$3.71M Sell
16,643
-29,787
-64% -$6.61M 0.11% 204
2024
Q2 		$9.78M Sell
46,430
-7,645
-14% -$1.57M 0.29% 110
2024
Q1 		$11.1M Buy
54,075
+18,175
+51% +$3.62M 0.42% 93
2023
Q4 		$6.8M Buy
+35,900
New +$6.94M 0.3% 147
2023
Q3 		– Sell
-17,154
Closed -$3.29M – 373
2023
Q2 		$3.23M Sell
17,154
-27,000
-61% -$4.79M 0.16% 159
2023
Q1 		$7.35M Buy
44,154
+30,016
+212% +$5M 0.41% 96
2022
Q4 		$2.34M Buy
+14,138
New +$2.31M 0.19% 142
2020
Q2 		– Sell
-30,000
Closed -$2.59M – 291
2020
Q1 		$2.59M Buy
+30,000
New +$3.2M 0.27% 106
2017
Q4 		– Hold
0
– – – 241
2017
Q3 		– Hold
0
– – – 240

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