TSWM
MRSH

Tyler-Stone Wealth Management’s Marsh MRSH Stock Holding History

Tyler-Stone 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 		$238K Sell
1,090
-58
-5% -$13.1K 0.04% 306
2025
Q1 		$280K Sell
1,148
-232
-17% -$52.6K 0.05% 271
2024
Q4 		$293K Buy
1,380
+231
+20% +$51.2K 0.05% 255
2024
Q3 		$256K Buy
1,149
+685
+148% +$152K 0.05% 276
2024
Q2 		$97.8K Sell
464
-90
-16% -$18.5K 0.04% 286
2024
Q1 		$114K Sell
554
-15
-3% -$2.99K 0.05% 256
2023
Q4 		$108K Hold
569
– – 0.05% 256
2023
Q3 		$108K Hold
569
– – 0.06% 243
2023
Q2 		$107K Buy
+569
New +$101K 0.06% 247
2022
Q4 		$89K Hold
535
– – 0.06% 251
2022
Q3 		$80K Hold
535
– – 0.06% 244
2022
Q2 		$83K Hold
535
– – 0.06% 257
2022
Q1 		$91K Sell
535
-6
-1% -$946 0.05% 264
2021
Q4 		$94K Buy
+541
New +$89.9K 0.05% 284

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
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