BWM
MRSH

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return