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 – 574
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bollard Group's MRSH Position: Q3 2023 in Review

Bollard Group sold out of Marsh (MRSH) in Q3 2023, closing a stake of 65 shares — an estimated $12K sold.

Bollard Group first reported a position in MRSH in Q2 2020 and held it in 9 quarters. The position peaked at $511K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Bollard Group reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 65 Marsh shares in Q3 2023, an estimated $12K.
  • Bollard Group first reported a position in Marsh in Q2 2020 and held it in 9 quarters.
  • Bollard Group's Marsh position peaked at $511K in Q4 2021.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.