SGC
MRSH

Slocum, Gordon & Co’s Marsh MRSH Stock Holding History

Slocum, Gordon & Co’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
Q3 		– Sell
-90
Closed -$19.7K – 99
2025
Q2 		$19.7K Hold
90
– – 0.02% 99
2025
Q1 		$22K Hold
90
– – 0.02% 98
2024
Q4 		$19.1K Hold
90
– – 0.02% 99
2024
Q3 		$20.1K Hold
90
– – 0.01% 99
2024
Q2 		$19K Hold
90
– – 0.01% 106
2024
Q1 		$18.5K Hold
90
– – 0.01% 105
2023
Q4 		$17.1K Hold
90
– – 0.02% 106
2023
Q3 		$17.1K Hold
90
– – 0.01% 109
2023
Q2 		$16.9K Buy
+90
New +$16K 0.01% 108

Other funds holding MRSH

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return