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Beck Mack & Oliver’s Ferguson FERG Stock Holding History

Beck Mack & Oliver’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194M Sell
832,656
-10,822
-1% -$2.63M 4.01% 7
2025
Q4 		$188M Sell
843,478
-5,040
-0.6% -$1.2M 3.41% 10
2025
Q3 		$191M Sell
848,518
-13,366
-2% -$3.03M 3.47% 10
2025
Q2 		$188M Buy
861,884
+1,110
+0.1% +$204K 3.58% 9
2025
Q1 		$138M Buy
860,774
+221,326
+35% +$38.4M 2.75% 12
2024
Q4 		$111M Buy
639,448
+57,705
+10% +$11.5M 2.05% 17
2024
Q3 		$116M Buy
581,743
+60,035
+12% +$12.2M 2.25% 16
2024
Q2 		$101M Buy
521,708
+129,843
+33% +$27.2M 2.09% 14
2024
Q1 		$85.6M Buy
391,865
+40,725
+12% +$8.11M 1.74% 19
2023
Q4 		$67.8M Buy
351,140
+20,985
+6% +$3.54M 1.58% 22
2023
Q3 		$54.3M Buy
330,155
+10,833
+3% +$1.71M 1.42% 27
2023
Q2 		$50.2M Buy
319,322
+10,853
+4% +$1.55M 1.31% 28
2023
Q1 		$41.3M Buy
308,469
+107,605
+54% +$15M 1.19% 33
2022
Q4 		$25.5M Sell
200,864
-26,650
-12% -$3.1M 0.75% 36
2022
Q3 		$23.4M Buy
227,514
+195,038
+601% +$22.8M 0.76% 39
2022
Q2 		$3.6M Buy
+32,476
New +$3.93M 0.11% 73

Other funds holding FERG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return