McClarren Financial Advisors’s Marsh MRSH Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-244	Closed	-$80K	–	205
2025 Q1	$80K	Buy	+244	New	+$55.4K	0.05%	113
2024 Q4	–	Sell	-223	Closed	-$73	–	274
2024 Q3	$73	Buy	223 +13	+6%	+$2.89K	0.01%	106
2024 Q2	$69K	Sell	210 -118	-36%	-$24.2K	0.05%	127
2024 Q1	$68K	Hold	328	–	–	0.05%	123
2023 Q4	$62K	Hold	328	–	–	0.05%	137
2023 Q3	$62K	Hold	328	–	–	0.05%	129
2023 Q2	$61K	Hold	328	–	–	0.05%	137
2023 Q1	$54K	Hold	328	–	–	0.05%	134
2022 Q4	$54K	Hold	328	–	–	0.05%	139
2022 Q3	$48K	Buy	+328	New	+$52.6K	0.05%	130
2022 Q2	–	Sell	-328	Closed	-$55K	–	172
2022 Q1	$55K	Hold	328	–	–	0.04%	119
2021 Q4	$58K	Hold	328	–	–	0.04%	127
2021 Q3	$49K	Hold	328	–	–	0.04%	115
2021 Q2	$46K	Hold	328	–	–	0.04%	121
2021 Q1	$40K	Hold	328	–	–	0.04%	122
2020 Q4	$38K	Buy	+328	New	+$37.3K	0.04%	115

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return