SGAM
MRSH

Smith Group Asset Management’s Marsh MRSH Stock Holding History

Smith Group Asset 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
2022
Q1 		$28K Sell
162
-10
-6% -$1.58K ﹤0.01% 218
2021
Q4 		$30K Buy
172
+114
+197% +$18.9K ﹤0.01% 220
2021
Q3 		$9K Buy
58
+4
+7% +$605 ﹤0.01% 306
2021
Q2 		$8K Sell
54
-12
-18% -$1.61K ﹤0.01% 316
2021
Q1 		$8K Buy
66
+6
+10% +$691 ﹤0.01% 282
2020
Q4 		$7K Sell
60
-30
-33% -$3.41K ﹤0.01% 299
2020
Q3 		$10K Buy
90
+10
+13% +$1.15K ﹤0.01% 275
2020
Q2 		$9K Hold
80
– – ﹤0.01% 272
2020
Q1 		$7K Hold
80
– – ﹤0.01% 331
2019
Q4 		$9K Sell
80
-10
-11% -$1.04K ﹤0.01% 347
2019
Q3 		$9K Buy
90
+20
+29% +$2K ﹤0.01% 353
2019
Q2 		$7K Hold
70
– – ﹤0.01% 359
2019
Q1 		$7K Sell
70
-20
-22% -$1.77K ﹤0.01% 406
2018
Q4 		$7K Hold
90
– – ﹤0.01% 400
2018
Q3 		$7K Sell
90
-20
-18% -$1.69K ﹤0.01% 410
2018
Q2 		$9K Sell
110
-10
-8% -$816 ﹤0.01% 405
2018
Q1 		$10K Hold
120
– – ﹤0.01% 417
2017
Q4 		$10K Hold
120
– – ﹤0.01% 421
2017
Q3 		$10K Sell
120
-30
-20% -$2.38K ﹤0.01% 429
2017
Q2 		$12K Sell
150
-60
-29% -$4.53K ﹤0.01% 423
2017
Q1 		$15K Buy
210
+60
+40% +$4.29K ﹤0.01% 396
2016
Q4 		$10K Buy
+150
New +$10.1K ﹤0.01% 417

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