TPM
MRSH

Triasima Portfolio Management’s Marsh MRSH Stock Holding History

Triasima Portfolio 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
Q3 		– Sell
-8,018
Closed -$1.75M – 164
2025
Q2 		$1.75M Sell
8,018
-17,375
-68% -$3.92M 0.32% 88
2025
Q1 		$6.2M Buy
25,393
+60
+0.2% +$13.6K 1.22% 23
2024
Q4 		$5.38M Buy
25,333
+4,837
+24% +$1.07M 1.04% 28
2024
Q3 		$4.57M Buy
20,496
+66
+0.3% +$14.7K 1.03% 32
2024
Q2 		$4.31M Buy
20,430
+360
+2% +$74K 0.39% 47
2024
Q1 		$4.13M Sell
20,070
-9,051
-31% -$1.8M 0.35% 57
2023
Q4 		$5.52M Buy
29,121
+3,456
+13% +$668K 0.46% 42
2023
Q3 		$4.88M Hold
25,665
– – 0.45% 46
2023
Q2 		$6.39M Sell
25,665
-1,579
-6% -$280K 0.4% 47
2023
Q1 		$4.54M Sell
27,244
-4,196
-13% -$699K 0.38% 50
2022
Q4 		$5.2M Sell
31,440
-110
-0.3% -$18K 0.4% 46
2022
Q3 		$4.71M Buy
31,550
+9,855
+45% +$1.58M 0.38% 47
2022
Q2 		$3.37M Sell
21,695
-315
-1% -$50.5K 0.24% 53
2022
Q1 		$3.75M Sell
22,010
-6,045
-22% -$953K 0.18% 60
2021
Q4 		$4.88M Sell
28,055
-1,345
-5% -$223K 0.24% 50
2021
Q3 		$4.45M Buy
29,400
+10,965
+59% +$1.66M 0.24% 52
2021
Q2 		$2.59M Sell
18,435
-150
-0.8% -$20.1K 0.13% 80
2021
Q1 		$2.26M Sell
18,585
-789
-4% -$90.9K 0.11% 88
2020
Q4 		$2.27M Buy
+19,374
New +$2.2M 0.13% 69

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
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