RWPA
MRSH

Richard W. Paul & Associates’s Marsh MRSH Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-24
Closed -$5.06K – 517
2024
Q2 		$5.06K Hold
24
– – ﹤0.01% 341
2024
Q1 		$4.94K Hold
24
– – ﹤0.01% 356
2023
Q4 		$4.55K Hold
24
– – ﹤0.01% 353
2023
Q3 		$4.57K Hold
24
– – ﹤0.01% 349
2023
Q2 		$4.51K Hold
24
– – ﹤0.01% 369
2023
Q1 		$4K Hold
24
– – ﹤0.01% 393
2022
Q4 		$3.97K Buy
+24
New +$3.92K ﹤0.01% 386

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