JFA
MRSH

JNBA Financial Advisors’s Marsh MRSH Stock Holding History

JNBA Financial Advisors’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
2023
Q4 		– Sell
-27
Closed -$5.14K – 736
2023
Q3 		$5.14K Buy
+27
New +$5.17K ﹤0.01% 534
2023
Q2 		– Sell
-27
Closed -$4.5K – 734
2023
Q1 		$4.5K Sell
27
-73
-73% -$12.2K ﹤0.01% 554
2022
Q4 		$16.5K Hold
100
– – ﹤0.01% 394
2022
Q3 		$15K Hold
100
– – ﹤0.01% 415
2022
Q2 		$16K Hold
100
– – ﹤0.01% 431
2022
Q1 		$17K Hold
100
– – ﹤0.01% 431
2021
Q4 		$17K Hold
100
– – ﹤0.01% 445
2021
Q3 		$15K Hold
100
– – ﹤0.01% 462
2021
Q2 		$14K Hold
100
– – ﹤0.01% 448
2021
Q1 		$12K Buy
100
+54
+117% +$6.22K ﹤0.01% 446
2020
Q4 		$5K Buy
+46
New +$5.23K ﹤0.01% 495
2018
Q4 		– Sell
-185
Closed -$15K – 655
2018
Q3 		$15K Buy
+185
New +$15.7K 0.01% 337
2016
Q4 		– Sell
-3,876
Closed -$261K – 996
2016
Q3 		$261K Buy
+3,876
New +$260K 0.04% 186

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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