BCA
MRSH

Berman Capital Advisors’s Marsh MRSH Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$345K Buy
2,285
+544
+31% +$82.3K 0.05% 175
2021
Q2 		$244K Buy
1,741
+362
+26% +$48.5K 0.04% 200
2021
Q1 		$167K Buy
1,379
+324
+31% +$37.3K 0.03% 215
2020
Q4 		$122K Buy
1,055
+267
+34% +$30.3K 0.03% 220
2020
Q3 		$90K Hold
788
– – 0.03% 244
2020
Q2 		$84K Buy
788
+156
+25% +$15.8K 0.02% 245
2020
Q1 		$53K Buy
632
+132
+26% +$14.1K 0.02% 285
2019
Q4 		$55K Buy
500
+55
+12% +$5.75K 0.02% 311
2019
Q3 		$44K Hold
445
– – 0.01% 331
2019
Q2 		$44K Buy
445
+62
+16% +$5.93K 0.01% 326
2019
Q1 		$35K Buy
383
+100
+35% +$8.84K 0.01% 339
2018
Q4 		$21K Buy
+283
New +$23.6K 0.01% 381

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's MRSH Position: Q3 2021 in Review

Berman Capital Advisors increased its Marsh (MRSH) stake by 31% in Q3 2021, buying an estimated $82.3K and bringing the position to 2,285 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #175.

Berman Capital Advisors first reported a position in MRSH in Q4 2018 and has held it in 12 quarters since. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

  • Berman Capital Advisors held 2,285 shares of Marsh worth $345K as of Q3 2021.
  • Berman Capital Advisors bought 544 Marsh shares in Q3 2021, an estimated $82.3K.
  • Marsh made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #175 holding.
  • Berman Capital Advisors first reported a position in Marsh in Q4 2018 and has held it in 12 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.