KIG
MRSH

Kessler Investment Group’s Marsh MRSH Stock Holding History

Kessler Investment Group’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
2025
Q4 		– Sell
-2,039
Closed -$411K – 91
2025
Q3 		$411K Sell
2,039
-3
-0.1% -$617 0.18% 58
2025
Q2 		$446K Sell
2,042
-105
-5% -$23.7K 0.18% 55
2025
Q1 		$524K Sell
2,147
-190
-8% -$43.1K 0.26% 52
2024
Q4 		$496K Sell
2,337
-159
-6% -$35.3K 0.24% 53
2024
Q3 		$557K Sell
2,496
-42
-2% -$9.32K 0.29% 52
2024
Q2 		$535K Buy
2,538
+112
+5% +$23K 0.29% 51
2024
Q1 		$500K Buy
2,426
+885
+57% +$176K 0.31% 46
2023
Q4 		$292K Sell
1,541
-31
-2% -$5.99K 0.18% 49
2023
Q3 		$299K Sell
1,572
-31
-2% -$5.94K 0.25% 48
2023
Q2 		$301K Sell
1,603
-2
-0.1% -$355 0.21% 50
2023
Q1 		$267K Buy
1,605
+51
+3% +$8.5K 0.18% 56
2022
Q4 		$257K Buy
1,554
+21
+1% +$3.43K 0.27% 49
2022
Q3 		$229K Buy
1,533
+71
+5% +$11.4K 0.19% 52
2022
Q2 		$227K Sell
1,462
-194
-12% -$31.1K 0.2% 52
2022
Q1 		$282K Sell
1,656
-122
-7% -$19.2K 0.16% 62
2021
Q4 		$309K Sell
1,778
-1,304
-42% -$217K 0.17% 59
2021
Q3 		$467K Sell
3,082
-66
-2% -$9.98K 0.33% 46
2021
Q2 		$443K Buy
3,148
+2,651
+533% +$355K 0.35% 49
2021
Q1 		$61K Sell
497
-17
-3% -$1.96K 0.08% 57
2020
Q4 		$60K Buy
+514
New +$58.4K 0.06% 62

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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