PDL
MRSH

Portfolio Design Labs’s Marsh MRSH Stock Holding History

Portfolio Design Labs’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
-1,850
Closed -$451K – 178
2025
Q1 		$451K Buy
1,850
+721
+64% +$164K 0.09% 129
2024
Q4 		$240K Buy
1,129
+174
+18% +$38.6K 0.05% 173
2024
Q3 		$213K Sell
955
-942
-50% -$209K 0.06% 134
2024
Q2 		$400K Buy
1,897
+68
+4% +$14K 0.12% 87
2024
Q1 		$377K Sell
1,829
-4,106
-69% -$818K 0.13% 93
2023
Q4 		$1.12M Buy
+5,935
New +$1.15M 0.43% 63

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
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