VI
MRSH

Versor Investments’s Marsh MRSH Stock Holding History

Versor Investments’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
Q3 		– Sell
-1,998
Closed -$421K – 903
2024
Q2 		$421K Sell
1,998
-2,202
-52% -$452K 0.08% 407
2024
Q1 		$865K Sell
4,200
-3,103
-42% -$618K 0.17% 173
2023
Q4 		$1.38M Buy
7,303
+3,000
+70% +$580K 0.28% 64
2023
Q3 		$819K Buy
+4,303
New +$825K 0.17% 157
2022
Q2 		– Sell
-3,127
Closed -$533K – 878
2022
Q1 		$533K Sell
3,127
-3,273
-51% -$516K 0.02% 307
2021
Q4 		$1.11M Buy
+6,400
New +$1.06M 0.03% 102
2021
Q2 		– Sell
-5,622
Closed -$685K – 381
2021
Q1 		$685K Buy
+5,622
New +$647K 0.04% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return