LPL Financial’s Marsh MRSH Stock Holding History

LPL Financial’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
2026 Q1	$73M	Buy	420,824 +15,574	+4%	+$2.8M	0.02%	745
2025 Q4	$75.2M	Buy	405,250 +17,295	+4%	+$3.23M	0.02%	678
2025 Q3	$78.2M	Buy	387,955 +50,702	+15%	+$10.4M	0.02%	635
2025 Q2	$73.7M	Buy	337,253 +13,218	+4%	+$2.98M	0.02%	598
2025 Q1	$78.7M	Buy	324,035 +29,247	+10%	+$6.64M	0.03%	508
2024 Q4	$62.7M	Buy	294,788 +56,295	+24%	+$12.5M	0.03%	556
2024 Q3	$53.2M	Buy	238,493 +12,396	+5%	+$2.75M	0.02%	586
2024 Q2	$47.6M	Buy	226,097 +20,342	+10%	+$4.18M	0.02%	580
2024 Q1	$42.4M	Buy	205,755 +4,414	+2%	+$880K	0.02%	598
2023 Q4	$38.1M	Sell	201,341 -697	-0.3%	-$135K	0.02%	593
2023 Q3	$38.4M	Buy	202,038 +23,916	+13%	+$4.58M	0.03%	546
2023 Q2	$33.5M	Buy	178,122 +12,834	+8%	+$2.28M	0.02%	579
2023 Q1	$27.5M	Buy	165,288 +22,822	+16%	+$3.8M	0.02%	628
2022 Q4	$23.6M	Buy	142,466 +40,701	+40%	+$6.66M	0.02%	643
2022 Q3	$15.2M	Buy	101,765 +3,799	+4%	+$610K	0.01%	763
2022 Q2	$15.2M	Buy	97,966 +9,335	+11%	+$1.5M	0.01%	753
2022 Q1	$15.1M	Buy	88,631 +10,244	+13%	+$1.61M	0.01%	781
2021 Q4	$13.6M	Buy	78,387 +9,381	+14%	+$1.56M	0.01%	846
2021 Q3	$10.4M	Buy	69,006 +9,754	+16%	+$1.48M	0.01%	942
2021 Q2	$8.34M	Buy	59,252 +7,229	+14%	+$969K	0.01%	1018
2021 Q1	$6.34M	Buy	52,023 +4,224	+9%	+$486K	0.01%	1080
2020 Q4	$5.59M	Sell	47,799 -277	-0.6%	-$31.5K	0.01%	1058
2020 Q3	$5.51M	Buy	48,076 +5,106	+12%	+$585K	0.01%	902
2020 Q2	$4.61M	Buy	42,970 +12,000	+39%	+$1.21M	0.01%	920
2020 Q1	$2.68M	Sell	30,970 -54	-0.2%	-$5.76K	0.01%	1025
2019 Q4	$3.46M	Buy	31,024 +2,994	+11%	+$313K	0.01%	1022
2019 Q3	$2.8M	Buy	28,030 +1,821	+7%	+$182K	0.01%	1060
2019 Q2	$2.61M	Buy	26,209 +2,102	+9%	+$201K	0.01%	1099
2019 Q1	$2.26M	Sell	24,107 -45	-0.2%	-$3.98K	0.01%	1130
2018 Q4	$1.93M	Buy	24,152 +4,383	+22%	+$365K	0.01%	1095
2018 Q3	$1.64M	Sell	19,769 -690	-3%	-$58.5K	﹤0.01%	1314
2018 Q2	$1.68M	Sell	20,459 -6,798	-25%	-$555K	﹤0.01%	1253
2018 Q1	$2.25M	Sell	27,257 -1,732	-6%	-$143K	0.01%	1041
2017 Q4	$2.36M	Sell	28,989 -336	-1%	-$27.9K	0.01%	968
2017 Q3	$2.46M	Buy	29,325 +11,308	+63%	+$896K	0.01%	882
2017 Q2	$1.41M	Buy	18,017 +6,177	+52%	+$466K	0.01%	1156
2017 Q1	$868K	Sell	11,840 -3,327	-22%	-$238K	0.01%	1355
2016 Q4	$1.03M	Sell	15,167 -808	-5%	-$54.2K	0.01%	1194
2016 Q3	$1.06M	Buy	15,975 +282	+2%	+$18.9K	0.01%	1146
2016 Q2	$1.05M	Sell	15,693 -10,352	-40%	-$665K	0.01%	1129
2016 Q1	$1.57M	Buy	26,045 +1,069	+4%	+$59.9K	﹤0.01%	1345
2015 Q4	$1.37M	Buy	24,976 +6,927	+38%	+$382K	﹤0.01%	1427
2015 Q3	$971K	Buy	18,049 +343	+2%	+$19.2K	0.01%	1260
2015 Q2	$1.01M	Sell	17,706 -912	-5%	-$52.7K	0.01%	1354
2015 Q1	$1.05M	Sell	18,618 -10,475	-36%	-$591K	0.01%	1323
2014 Q4	$1.67M	Buy	29,093 +115	+0.4%	+$6.31K	0.01%	1000
2014 Q3	$1.5M	Buy	28,978 +1,418	+5%	+$73.9K	0.01%	1031
2014 Q2	$1.43M	Buy	27,560 +10	+0%	+$497	0.01%	1094
2014 Q1	$1.36M	Buy	27,550 +776	+3%	+$37.2K	0.01%	1067
2013 Q4	$1.29M	Sell	26,774 -1,197	-4%	-$55.5K	0.01%	1078
2013 Q3	$1.22M	Buy	27,971 +1,176	+4%	+$49.5K	0.01%	1069
2013 Q2	$1.07M	Buy	+26,795	New	+$1.05M	0.01%	1086