BerganKDV Wealth Management’s Marsh MRSH Stock Holding History

BerganKDV 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
2023 Q2	$409K	Sell	2,172 -86	-4%	-$15.3K	0.04%	180
2023 Q1	$376K	Buy	2,258 +51	+2%	+$8.5K	0.04%	192
2022 Q4	$365K	Sell	2,207 -322	-13%	-$52.7K	0.04%	192
2022 Q3	$377K	Buy	2,529 +1,582	+167%	+$254K	0.05%	187
2022 Q2	$147K	Hold	947	–	–	0.02%	263
2022 Q1	$161K	Hold	947	–	–	0.02%	262
2021 Q4	$165K	Hold	947	–	–	0.02%	277
2021 Q3	$143K	Hold	947	–	–	0.02%	277
2021 Q2	$133K	Hold	947	–	–	0.02%	284
2021 Q1	$115K	Hold	947	–	–	0.01%	283
2020 Q4	$111K	Buy	947 +320	+51%	+$36.4K	0.02%	267
2020 Q3	$72K	Hold	627	–	–	0.01%	298
2020 Q2	$67K	Buy	627 +158	+34%	+$16K	0.01%	319
2020 Q1	$41K	Buy	469 +117	+33%	+$12.5K	0.01%	344
2019 Q4	$39K	Buy	352 +13	+4%	+$1.36K	0.01%	368
2019 Q3	$34K	Hold	339	–	–	0.01%	369
2019 Q2	$34K	Hold	339	–	–	0.01%	363
2019 Q1	$32K	Hold	339	–	–	0.01%	381
2018 Q4	$27K	Hold	339	–	–	0.01%	362
2018 Q3	$28K	Hold	339	–	–	0.01%	377
2018 Q2	$28K	Buy	+339	New	+$27.7K	0.01%	385

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BerganKDV Wealth Management's MRSH Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Marsh (MRSH) stake by 3.8% in Q2 2023, selling an estimated $15.3K and leaving 2,172 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #180.

BerganKDV Wealth Management first reported a position in MRSH in Q2 2018 and has held it in 21 quarters since. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

BerganKDV Wealth Management held 2,172 shares of Marsh worth $409K as of Q2 2023.
BerganKDV Wealth Management sold 86 Marsh shares in Q2 2023, an estimated $15.3K.
Marsh made up 0.04% of BerganKDV Wealth Management's portfolio in Q2 2023, its #180 holding.
BerganKDV Wealth Management first reported a position in Marsh in Q2 2018 and has held it in 21 quarters since.
1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.