RCAG
MRSH

Rehmann Capital Advisory Group’s Marsh MRSH Stock Holding History

Rehmann Capital Advisory Group’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
-1,598
Closed -$322K – 676
2025
Q3 		$322K Sell
1,598
-25
-2% -$5.14K 0.02% 479
2025
Q2 		$355K Buy
1,623
+116
+8% +$26.2K 0.02% 434
2025
Q1 		$368K Buy
1,507
+70
+5% +$15.9K 0.02% 433
2024
Q4 		$305K Buy
1,437
+38
+3% +$8.43K 0.02% 465
2024
Q3 		$312K Buy
1,399
+7
+0.5% +$1.55K 0.02% 454
2024
Q2 		$293K Buy
1,392
+193
+16% +$39.6K 0.02% 451
2024
Q1 		$247K Sell
1,199
-35
-3% -$6.97K 0.02% 502
2023
Q4 		$234K Buy
+1,234
New +$238K 0.02% 495
2019
Q3 		$362K Hold
3,622
– – 0.04% 213
2019
Q2 		$361K Buy
3,622
+68
+2% +$6.51K 0.04% 303
2019
Q1 		$334K Buy
3,554
+63
+2% +$5.57K 0.05% 301
2018
Q4 		$278K Buy
3,491
+7
+0.2% +$584 0.04% 206
2018
Q3 		$288K Buy
3,484
+23
+0.7% +$1.95K 0.04% 308
2018
Q2 		$284K Buy
3,461
+3,159
+1,046% +$258K 0.04% 300
2018
Q1 		$25K Buy
+302
New +$25K ﹤0.01% 1007

Other funds holding MRSH

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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
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