KPW
MRSH

Kore Private Wealth’s Marsh MRSH Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-3,047
Closed -$461K – 410
2021
Q3 		$461K Buy
3,047
+330
+12% +$49.9K 0.05% 251
2021
Q2 		$382K Buy
2,717
+364
+15% +$48.8K 0.04% 267
2021
Q1 		$287K Buy
2,353
+311
+15% +$35.8K 0.04% 283
2020
Q4 		$239K Buy
+2,042
New +$232K 0.04% 284
2020
Q3 		– Sell
-1,384
Closed -$148K – 771
2020
Q2 		$148K Sell
1,384
-254
-16% -$25.7K 0.03% 276
2020
Q1 		$142K Buy
1,638
+363
+28% +$38.7K 0.03% 254
2019
Q4 		$142K Buy
+1,275
New +$133K 0.03% 306
2019
Q2 		– Sell
-293
Closed -$28K – 581
2019
Q1 		$28K Sell
293
-764
-72% -$67.6K 0.01% 466
2018
Q4 		$84K Buy
+1,057
New +$88.1K 0.02% 294

Other funds holding MRSH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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