SIC
MRSH

Samalin Investment Counsel’s Marsh MRSH Stock Holding History

Samalin Investment Counsel’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
2022
Q1 		– Sell
-1,942
Closed -$338K – 255
2021
Q4 		$338K Buy
1,942
+76
+4% +$12.6K 0.2% 156
2021
Q3 		$283K Buy
1,866
+1
+0.1% +$151 0.18% 174
2021
Q2 		$262K Buy
1,865
+62
+3% +$8.31K 0.17% 188
2021
Q1 		$219K Buy
+1,803
New +$208K 0.15% 207
2020
Q1 		– Sell
-1,737
Closed -$193K – 380
2019
Q4 		$193K Buy
+1,737
New +$181K 0.16% 156

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