PCA
MRSH

Personal Capital Advisors’s Marsh MRSH Stock Holding History

Personal Capital 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
2022
Q4 		$539K Sell
3,257
-338
-9% -$55.3K ﹤0.01% 292
2022
Q3 		$537K Sell
3,595
-23
-0.6% -$3.69K ﹤0.01% 279
2022
Q2 		$562K Buy
3,618
+56
+2% +$8.97K ﹤0.01% 270
2022
Q1 		$607K Sell
3,562
-309
-8% -$48.7K ﹤0.01% 290
2021
Q4 		$672K Buy
3,871
+472
+14% +$78.4K ﹤0.01% 290
2021
Q3 		$515K Buy
3,399
+46
+1% +$6.96K ﹤0.01% 307
2021
Q2 		$472K Buy
3,353
+878
+35% +$118K ﹤0.01% 317
2021
Q1 		$301K Sell
2,475
-429
-15% -$49.4K ﹤0.01% 384
2020
Q4 		$340K Buy
2,904
+1,125
+63% +$128K ﹤0.01% 361
2020
Q3 		$204K Sell
1,779
-143
-7% -$16.4K ﹤0.01% 398
2020
Q2 		$206K Buy
+1,922
New +$195K ﹤0.01% 345
2020
Q1 		– Sell
-2,272
Closed -$253K – 385
2019
Q4 		$253K Sell
2,272
-43
-2% -$4.49K ﹤0.01% 355
2019
Q3 		$231K Buy
2,315
+103
+5% +$10.3K ﹤0.01% 328
2019
Q2 		$221K Buy
+2,212
New +$212K ﹤0.01% 302

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return