SAM
MRSH

Strategy Asset Managers’s Marsh MRSH Stock Holding History

Strategy Asset Managers’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
2023
Q1 		– Sell
-4,339
Closed -$718K – 266
2022
Q4 		$718K Buy
4,339
+3
+0.1% +$491 0.18% 99
2022
Q3 		$647K Buy
+4,336
New +$696K 0.18% 106
2019
Q1 		– Sell
-30,613
Closed -$2.44M – 223
2018
Q4 		$2.44M Sell
30,613
-888
-3% -$74K 0.6% 47
2018
Q3 		$2.61M Sell
31,501
-279
-0.9% -$23.6K 0.53% 71
2018
Q2 		$2.6M Sell
31,780
-1,103
-3% -$90K 0.55% 59
2018
Q1 		$2.72M Buy
+32,883
New +$2.72M 0.59% 55
2017
Q3 		– Sell
-33,897
Closed -$2.64M – 133
2017
Q2 		$2.64M Sell
33,897
-1,887
-5% -$142K 0.54% 62
2017
Q1 		$2.64M Sell
35,784
-802
-2% -$57.3K 0.57% 66
2016
Q4 		$2.5M Buy
36,586
+141
+0.4% +$9.45K 0.55% 70
2016
Q3 		$2.45M Buy
+36,445
New +$2.44M 0.55% 65
2016
Q1 		– Sell
-45,300
Closed -$2.51M – 157
2015
Q4 		$2.51M Buy
45,300
+160
+0.4% +$8.82K 0.57% 57
2015
Q3 		$2.36M Sell
45,140
-66
-0.1% -$3.69K 0.57% 54
2015
Q2 		$2.56M Sell
45,206
-519
-1% -$30K 0.57% 59
2015
Q1 		$2.56M Buy
+45,725
New +$2.58M 0.56% 62

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return