RDFA
MRSH

Ritter Daniher Financial Advisory’s Marsh MRSH Stock Holding History

Ritter Daniher Financial Advisory’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
-45
Closed -$9.07K – 622
2025
Q3 		$9.07K Hold
45
– – ﹤0.01% 333
2025
Q2 		$9.84K Hold
45
– – ﹤0.01% 259
2025
Q1 		$11K Hold
45
– – ﹤0.01% 244
2024
Q4 		$9.56K Hold
45
– – ﹤0.01% 242
2024
Q3 		$10K Hold
45
– – ﹤0.01% 235
2024
Q2 		$9.48K Sell
45
-5
-10% -$1.03K ﹤0.01% 234
2024
Q1 		$10.3K Hold
50
– – ﹤0.01% 217
2023
Q4 		$9.47K Hold
50
– – ﹤0.01% 234
2023
Q3 		$9.52K Sell
50
-15
-23% -$2.88K ﹤0.01% 235
2023
Q2 		$12.2K Hold
65
– – 0.01% 203
2023
Q1 		$10.8K Hold
65
– – ﹤0.01% 204
2022
Q4 		$10.8K Hold
65
– – 0.01% 204
2022
Q3 		$10K Hold
65
– – 0.01% 176
2022
Q2 		$10K Hold
65
– – 0.01% 170
2022
Q1 		$11K Hold
65
– – 0.01% 167
2021
Q4 		$11K Buy
+65
New +$10.8K 0.01% 157

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
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