JWM
MRSH

Janiczek Wealth Management’s Marsh MRSH Stock Holding History

Janiczek Wealth 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
2024
Q2 		$80.3K Buy
381
+58
+18% +$11.9K 0.02% 323
2024
Q1 		$66.5K Buy
323
+23
+8% +$4.58K 0.01% 368
2023
Q4 		$56.8K Sell
300
-95
-24% -$18.4K 0.01% 371
2023
Q3 		$75.2K Buy
395
+264
+202% +$50.6K 0.02% 299
2023
Q2 		$24.6K Hold
131
– – 0.01% 434
2023
Q1 		$22.7K Sell
131
-2
-2% -$333 0.01% 437
2022
Q4 		$23.2K Hold
133
– – 0.01% 437
2022
Q3 		$20K Buy
133
+29
+28% +$4.65K 0.01% 451
2022
Q2 		$17K Hold
104
– – 0.01% 494
2022
Q1 		$18K Sell
104
-15
-13% -$2.37K 0.01% 476
2021
Q4 		$21K Buy
119
+10
+9% +$1.66K 0.01% 473
2021
Q3 		$17K Buy
109
+14
+15% +$2.12K 0.01% 487
2021
Q2 		$13K Buy
95
+20
+27% +$2.68K ﹤0.01% 516
2021
Q1 		$9K Buy
75
+43
+134% +$4.95K ﹤0.01% 555
2020
Q4 		$4K Buy
32
+7
+28% +$795 ﹤0.01% 628
2020
Q3 		$3K Sell
25
-53
-68% -$6.07K ﹤0.01% 452
2020
Q2 		$8K Buy
+78
New +$7.9K ﹤0.01% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return