BI
MRSH

Ballast Inc’s Marsh MRSH Stock Holding History

Ballast Inc’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
Q4 		– Sell
-1,230
Closed -$248K – 141
2025
Q3 		$248K Hold
1,230
– – 0.06% 117
2025
Q2 		$269K Hold
1,230
– – 0.07% 115
2025
Q1 		$300K Hold
1,230
– – 0.08% 108
2024
Q4 		$261K Sell
1,230
-1
-0.1% -$222 0.07% 111
2024
Q3 		$275K Sell
1,231
-25
-2% -$5.55K 0.08% 112
2024
Q2 		$265K Buy
1,256
+26
+2% +$5.34K 0.08% 112
2024
Q1 		$253K Hold
1,230
– – 0.08% 109
2023
Q4 		$233K Buy
1,230
+135
+12% +$26.1K 0.08% 113
2023
Q3 		$208K Hold
1,095
– – 0.08% 108
2023
Q2 		$206K Buy
+1,095
New +$194K 0.08% 115

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Wellington Management Group
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Fidelity Investments
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return