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BCM
MRSH
Brookstone Capital Management’s
Marsh
MRSH
Stock Holding History
Brookstone Capital 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
2025
Q3
–
Sell
-2,204
Closed
-$482K
–
1165
2025
Q2
$482K
Buy
2,204
+108
+5%
+$24.4K
0.01%
749
2025
Q1
$511K
Buy
2,096
+37
+2%
+$8.39K
0.01%
708
2024
Q4
$437K
Sell
2,059
-21
-1%
-$4.66K
0.01%
730
2024
Q3
$464K
Buy
2,080
+34
+2%
+$7.55K
0.01%
708
2024
Q2
$452K
Sell
2,046
-24
-1%
-$4.93K
0.01%
673
2024
Q1
$426K
Buy
2,070
+43
+2%
+$8.57K
0.01%
665
2023
Q4
$384K
Sell
2,027
-44
-2%
-$8.5K
0.01%
651
2023
Q3
$395K
Buy
2,071
+55
+3%
+$10.5K
0.01%
624
2023
Q2
$371K
Buy
2,016
+127
+7%
+$22.5K
0.01%
645
2023
Q1
$329K
Buy
1,889
+13
+0.7%
+$2.17K
0.01%
670
2022
Q4
$321K
Buy
1,876
+53
+3%
+$8.67K
0.01%
684
2022
Q3
$277K
Sell
1,823
-6
-0.3%
-$963
0.01%
681
2022
Q2
$285K
Sell
1,829
-37
-2%
-$5.93K
0.01%
656
2022
Q1
$319K
Sell
1,866
-52
-3%
-$8.2K
0.01%
644
2021
Q4
$314K
Buy
1,918
+128
+7%
+$21.3K
0.01%
619
2021
Q3
$282K
Sell
1,790
-13
-0.7%
-$1.97K
0.01%
612
2021
Q2
$254K
Buy
+1,803
New
+$242K
﹤0.01%
628
2015
Q4
–
Sell
-30
Closed
-$2K
–
607
2015
Q3
$2K
Hold
30
–
–
﹤0.01%
1704
2015
Q2
$2K
Buy
+30
New
+$1.73K
﹤0.01%
1818
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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