SQA
MRSH

Simon Quick Advisors’s Marsh MRSH Stock Holding History

Simon Quick Advisors’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
-2,898
Closed -$707K – 521
2025
Q1 		$707K Buy
2,898
+660
+29% +$150K 0.04% 224
2024
Q4 		$475K Buy
2,238
+175
+8% +$38.8K 0.03% 256
2024
Q3 		$460K Buy
2,063
+235
+13% +$52.2K 0.03% 252
2024
Q2 		$385K Buy
1,828
+748
+69% +$154K 0.03% 254
2024
Q1 		$222K Buy
+1,080
New +$215K 0.02% 372
2020
Q2 		– Sell
-50
Closed -$4K – 484
2020
Q1 		$4K Sell
50
-17
-25% -$1.81K ﹤0.01% 364
2019
Q4 		$7K Buy
+67
New +$7K ﹤0.01% 443
2019
Q3 		– Sell
-57
Closed -$5.69K – 465
2019
Q2 		$5.69K Buy
+57
New +$5.45K ﹤0.01% 271
2018
Q3 		– Sell
-47
Closed -$3K – 327
2018
Q2 		$3K Sell
47
-106
-69% -$8.65K ﹤0.01% 312
2018
Q1 		$13K Buy
153
+38
+33% +$3.15K 0.01% 230
2017
Q4 		$10K Buy
+115
New +$9.56K ﹤0.01% 339

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