BG
MRSH

Bollard Group’s Marsh MRSH Stock Holding History

Bollard Group’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
Q3 		– Sell
-65
Closed -$12K – 575
2023
Q2 		$12K Buy
+65
New +$11.5K ﹤0.01% 285
2022
Q2 		– Sell
-2,948
Closed -$502K – 356
2022
Q1 		$502K Buy
2,948
+10
+0.3% +$1.58K 0.02% 171
2021
Q4 		$511K Buy
2,938
+10
+0.3% +$1.66K 0.02% 175
2021
Q3 		$443K Buy
2,928
+10
+0.3% +$1.51K 0.01% 175
2021
Q2 		$411K Buy
2,918
+10
+0.3% +$1.34K 0.01% 170
2021
Q1 		$354K Hold
2,908
– – 0.01% 173
2020
Q4 		$340K Hold
2,908
– – 0.01% 167
2020
Q3 		$334K Hold
2,908
– – 0.01% 166
2020
Q2 		$312K Buy
+2,908
New +$294K 0.01% 159

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