Nancy E. Dempze’s Marsh MRSH Stock Holding History

Nancy E. Dempze’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 Q4	–	Sell	-1,210	Closed	-$244K	–	100
2025 Q3	$244K	Hold	1,210	–	–	0.13%	79
2025 Q2	$265K	Hold	1,210	–	–	0.15%	85
2025 Q1	$295K	Sell	1,210 -100	-8%	-$22.7K	0.18%	79
2024 Q4	$278K	Sell	1,310 -20	-2%	-$4.44K	0.16%	85
2024 Q3	$297K	Sell	1,330 -70	-5%	-$15.5K	0.17%	87
2024 Q2	$295K	Buy	1,400 +150	+12%	+$30.8K	0.2%	66
2024 Q1	$257K	Hold	1,250	–	–	0.2%	56
2023 Q4	$237K	Hold	1,250	–	–	0.2%	56
2023 Q3	$238K	Sell	1,250 -105	-8%	-$20.1K	0.21%	57
2023 Q2	$255K	Hold	1,355	–	–	0.22%	59
2023 Q1	$226K	Hold	1,355	–	–	0.21%	62
2022 Q4	$224K	Hold	1,355	–	–	0.22%	60
2022 Q3	$202K	Hold	1,355	–	–	0.22%	63
2022 Q2	$210K	Hold	1,355	–	–	0.21%	65
2022 Q1	$231K	Hold	1,355	–	–	0.17%	74
2021 Q4	$236K	Sell	1,355 -35	-3%	-$5.81K	0.16%	76
2021 Q3	$210K	Buy	+1,390	New	+$210K	0.16%	74

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

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return