SPA
MRSH

Sherbrooke Park Advisers’s Marsh MRSH Stock Holding History

Sherbrooke Park Advisers’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
Q2 		– Sell
-1,093
Closed -$267K – 678
2025
Q1 		$267K Buy
1,093
+87
+9% +$19.7K 0.12% 334
2024
Q4 		$214K Buy
+1,006
New +$223K 0.07% 556
2024
Q1 		– Sell
-1,189
Closed -$225K – 944
2023
Q4 		$225K Buy
+1,189
New +$230K 0.11% 301
2023
Q3 		– Sell
-2,000
Closed -$376K – 578
2023
Q2 		$376K Buy
+2,000
New +$355K 0.2% 225
2023
Q1 		– Sell
-1,500
Closed -$248K – 271
2022
Q4 		$248K Buy
+1,500
New +$245K 0.18% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return