RIM
MRSH

Rockbridge Investment Management’s Marsh MRSH Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-320
Closed -$60.6K – 427
2023
Q4 		$60.6K Buy
+320
New +$61.8K 0.01% 219
2023
Q1 		– Sell
-1,551
Closed -$257K – 112
2022
Q4 		$257K Hold
1,551
– – 0.05% 94
2022
Q3 		$232K Sell
1,551
-88
-5% -$14.1K 0.05% 86
2022
Q2 		$254K Hold
1,639
– – 0.06% 91
2022
Q1 		$281K Sell
1,639
-155
-9% -$24.4K 0.04% 128
2021
Q4 		$312K Buy
1,794
+255
+17% +$42.4K 0.05% 131
2021
Q3 		$233K Hold
1,539
– – 0.04% 135
2021
Q2 		$217K Hold
1,539
– – 0.04% 138
2021
Q1 		$187K Hold
1,539
– – 0.04% 147
2020
Q4 		$180K Hold
1,539
– – 0.04% 142
2020
Q3 		$177K Buy
1,539
+1,031
+203% +$118K 0.04% 133
2020
Q2 		$55K Buy
+508
New +$51.4K 0.01% 226

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return