LWM
MRSH

Liberty Wealth Management’s Marsh MRSH Stock Holding History

Liberty 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
2021
Q4 		– Sell
-72
Closed -$11K – 740
2021
Q3 		$11K Buy
72
+14
+24% +$2.12K ﹤0.01% 811
2021
Q2 		$8K Hold
58
– – ﹤0.01% 708
2021
Q1 		$6K Hold
58
– – ﹤0.01% 679
2020
Q4 		$6K Buy
58
+14
+32% +$1.59K ﹤0.01% 674
2020
Q3 		$5K Hold
44
– – ﹤0.01% 629
2020
Q2 		$5K Hold
44
– – ﹤0.01% 613
2020
Q1 		$4K Hold
44
– – ﹤0.01% 632
2019
Q4 		$5K Hold
44
– – ﹤0.01% 673
2019
Q3 		$4K Buy
44
+34
+340% +$3.4K ﹤0.01% 677
2019
Q2 		$1K Hold
10
– – ﹤0.01% 840
2019
Q1 		$0 Hold
10
– – ﹤0.01% 806
2018
Q4 		$0 Buy
+10
New +$834 ﹤0.01% 782

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