WCWM
MRSH

Willow Creek Wealth Management’s Marsh MRSH Stock Holding History

Willow Creek 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
Q3 		$344K Sell
1,708
-146
-8% -$30K 0.03% 129
2025
Q2 		$405K Hold
1,854
– – 0.04% 111
2025
Q1 		$452K Buy
1,854
+5
+0.3% +$1.13K 0.04% 94
2024
Q4 		$393K Sell
1,849
-91
-5% -$20.2K 0.04% 101
2024
Q3 		$433K Hold
1,940
– – 0.05% 96
2024
Q2 		$409K Sell
1,940
-8
-0.4% -$1.64K 0.05% 99
2024
Q1 		$401K Buy
1,948
+9
+0.5% +$1.79K 0.05% 98
2023
Q4 		$367K Hold
1,939
– – 0.05% 98
2023
Q3 		$369K Hold
1,939
– – 0.05% 92
2023
Q2 		$365K Buy
1,939
+7
+0.4% +$1.24K 0.05% 98
2023
Q1 		$322K Hold
1,932
– – 0.05% 99
2022
Q4 		$320K Sell
1,932
-97
-5% -$15.9K 0.05% 94
2022
Q3 		$303K Hold
2,029
– – 0.06% 89
2022
Q2 		$315K Hold
2,029
– – 0.06% 90
2022
Q1 		$346K Hold
2,029
– – 0.07% 82
2021
Q4 		$353K Hold
2,029
– – 0.07% 83
2021
Q3 		$307K Hold
2,029
– – 0.07% 85
2021
Q2 		$285K Hold
2,029
– – 0.07% 91
2021
Q1 		$247K Hold
2,029
– – 0.09% 85
2020
Q4 		$237K Hold
2,029
– – 0.09% 80
2020
Q3 		$233K Buy
+2,029
New +$233K 0.1% 74
2020
Q1 		– Sell
-1,818
Closed -$203K – 75
2019
Q4 		$203K Buy
+1,818
New +$190K 0.09% 81

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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