KM
MRSH

Kalos Management’s Marsh MRSH Stock Holding History

Kalos 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
2022
Q2 		– Sell
-4,500
Closed -$766K – 160
2022
Q1 		$766K Sell
4,500
-292
-6% -$46K 0.52% 42
2021
Q4 		$785K Buy
4,792
+228
+5% +$37.9K 0.21% 111
2021
Q3 		$748K Buy
4,564
+87
+2% +$13.2K 0.21% 112
2021
Q2 		$674K Sell
4,477
-54
-1% -$7.24K 0.27% 106
2021
Q1 		$610K Buy
4,531
+31
+0.7% +$3.57K 0.19% 127
2020
Q4 		$512K Sell
4,500
-13
-0.3% -$1.48K 0.22% 131
2020
Q3 		$507K Sell
4,513
-22
-0.5% -$2.52K 0.23% 130
2020
Q2 		$530K Hold
4,535
– – 0.22% 115
2020
Q1 		$472K Buy
+4,535
New +$483K 0.21% 119

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