MSAM
MRSH

Moloney Securities Asset Management’s Marsh MRSH Stock Holding History

Moloney Securities Asset 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
2024
Q2 		– Sell
-4,375
Closed -$901K – 490
2024
Q1 		$901K Sell
4,375
-67
-2% -$13.4K 0.14% 181
2023
Q4 		$842K Buy
4,442
+255
+6% +$49.3K 0.13% 188
2023
Q3 		$797K Buy
+4,187
New +$802K 0.14% 180
2022
Q3 		– Sell
-4,998
Closed -$776K – 392
2022
Q2 		$776K Sell
4,998
-926
-16% -$148K 0.18% 151
2022
Q1 		$1.01M Buy
5,924
+261
+5% +$41.1K 0.2% 134
2021
Q4 		$984K Sell
5,663
-398
-7% -$66.1K 0.17% 148
2021
Q3 		$918K Buy
+6,061
New +$917K 0.17% 163
2021
Q1 		– Sell
-5,612
Closed -$657K – 420
2020
Q4 		$657K Buy
5,612
+1,326
+31% +$151K 0.15% 169
2020
Q3 		$492K Buy
+4,286
New +$491K 0.13% 173

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return