BSC
MRSH

Brown Shipley & Co’s Marsh MRSH Stock Holding History

Brown Shipley & Co’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
2024
Q2 		– Sell
-416
Closed -$84.8K – 102
2024
Q1 		$84.8K Sell
416
-868
-68% -$173K 0.03% 70
2023
Q4 		$243K Hold
1,284
– – 0.12% 47
2023
Q3 		$244K Sell
1,284
-264
-17% -$50.6K 0.13% 52
2023
Q2 		$291K Buy
1,548
+264
+21% +$46.8K 0.12% 59
2023
Q1 		$214K Buy
+1,284
New +$214K 0.14% 56

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Shipley & Co's MRSH Position: Q2 2024 in Review

Brown Shipley & Co sold out of Marsh (MRSH) in Q2 2024, closing a stake of 416 shares — an estimated $84.8K sold.

Brown Shipley & Co first reported a position in MRSH in Q1 2023 and held it in 5 quarters. The position peaked at $291K in Q2 2023. 1,476 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Brown Shipley & Co reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • Brown Shipley & Co sold 416 Marsh shares in Q2 2024, an estimated $84.8K.
  • Brown Shipley & Co first reported a position in Marsh in Q1 2023 and held it in 5 quarters.
  • Brown Shipley & Co's Marsh position peaked at $291K in Q2 2023.
  • 1,476 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Brown Shipley & Co's 13F filing for Q2 2024, filed 19 Aug 2024.