TCV Trust & Wealth Management’s Marsh MRSH Stock Holding History

TCV Trust & Wealth 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
2025 Q2	–	Sell	-1,585	Closed	-$387K	–	216
2025 Q1	$387K	Hold	1,585	–	–	0.04%	155
2024 Q4	$337K	Hold	1,585	–	–	0.03%	159
2024 Q3	$354K	Hold	1,585	–	–	0.03%	159
2024 Q2	$334K	Hold	1,585	–	–	0.03%	160
2024 Q1	$326K	Hold	1,585	–	–	0.03%	163
2023 Q4	$300K	Hold	1,585	–	–	0.03%	162
2023 Q3	$302K	Hold	1,585	–	–	0.03%	160
2023 Q2	$298K	Sell	1,585 -209	-12%	-$37.1K	0.03%	162
2023 Q1	$299K	Buy	1,794 +346	+24%	+$57.6K	0.03%	159
2022 Q4	$240K	Sell	1,448 -19	-1%	-$3.11K	0.03%	173
2022 Q3	$219K	Buy	1,467 +16	+1%	+$2.57K	0.03%	174
2022 Q2	$225K	Hold	1,451	–	–	0.03%	185
2022 Q1	$247K	Hold	1,451	–	–	0.03%	183
2021 Q4	$252K	Buy	1,451 +19	+1%	+$3.16K	0.03%	186
2021 Q3	$217K	Buy	+1,432	New	+$217K	0.02%	183

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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