BOPW
MRSH

Brandywine Oak Private Wealth’s Marsh MRSH Stock Holding History

Brandywine Oak Private Wealth’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
2022
Q1 		– Sell
-1,233
Closed -$214K – 350
2021
Q4 		$214K Sell
1,233
-286
-19% -$47.5K 0.02% 331
2021
Q3 		$230K Sell
1,519
-144
-9% -$21.8K 0.03% 308
2021
Q2 		$233K Buy
+1,663
New +$223K 0.03% 309

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Brandywine Oak Private Wealth's MRSH Position: Q1 2022 in Review

Brandywine Oak Private Wealth sold out of Marsh (MRSH) in Q1 2022, closing a stake of 1,233 shares — an estimated $214K sold.

Brandywine Oak Private Wealth first reported a position in MRSH in Q2 2021 and held it in 3 quarters. The position peaked at $233K in Q2 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Brandywine Oak Private Wealth reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,233 Marsh shares in Q1 2022, an estimated $214K.
  • Brandywine Oak Private Wealth first reported a position in Marsh in Q2 2021 and held it in 3 quarters.
  • Brandywine Oak Private Wealth's Marsh position peaked at $233K in Q2 2021.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.