TWM
MRSH

Tradition Wealth Management’s Marsh MRSH Stock Holding History

Tradition 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
2024
Q1 		– Sell
-615
Closed -$117K – 874
2023
Q4 		$117K Buy
615
+2
+0.3% +$386 0.01% 425
2023
Q3 		$117K Buy
613
+2
+0.3% +$383 0.01% 401
2023
Q2 		$115K Buy
611
+7
+1% +$1.24K 0.01% 421
2023
Q1 		$101K Buy
604
+3
+0.5% +$500 0.01% 444
2022
Q4 		$99K Buy
601
+5
+0.8% +$818 0.01% 382
2022
Q3 		$89K Buy
+596
New +$95.6K 0.01% 382

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return