BAM
MRSH

Bruderman Asset Management’s Marsh MRSH Stock Holding History

Bruderman Asset 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
2021
Q2 		– Sell
-17,214
Closed -$2.1M – 102
2021
Q1 		$2.1M Buy
17,214
+547
+3% +$63K 0.58% 57
2020
Q4 		$1.95M Buy
16,667
+1,471
+10% +$167K 0.57% 59
2020
Q3 		$1.74M Sell
15,196
-690
-4% -$79.1K 0.57% 53
2020
Q2 		$1.71M Buy
15,886
+2,808
+21% +$284K 0.57% 55
2020
Q1 		$1.07M Buy
13,078
+1,303
+11% +$139K 0.43% 58
2019
Q4 		$1.32M Sell
11,775
-517
-4% -$54K 0.41% 61
2019
Q3 		$1.27M Sell
12,292
-122
-1% -$12.2K 0.32% 66
2019
Q2 		$1.24M Sell
12,414
-376
-3% -$36K 0.29% 62
2019
Q1 		$1.2M Buy
12,790
+203
+2% +$18K 0.26% 63
2018
Q4 		$1M Sell
12,587
-116
-0.9% -$9.67K 0.26% 61
2018
Q3 		$1.05M Buy
12,703
+1,812
+17% +$154K 0.24% 67
2018
Q2 		$893K Buy
10,891
+6,989
+179% +$571K 0.22% 75
2018
Q1 		$322K Buy
+3,902
New +$323K 0.08% 106
2017
Q3 		– Sell
-176
Closed -$14K – 245
2017
Q2 		$14K Buy
+176
New +$13.3K ﹤0.01% 289
2015
Q4 		– Sell
-91
Closed -$5K – 423
2015
Q3 		$5K Hold
91
– – ﹤0.01% 379
2015
Q2 		$5K Hold
91
– – ﹤0.01% 392
2015
Q1 		$5K Buy
+91
New +$5.13K ﹤0.01% 378

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

Bruderman Asset Management's MRSH Position: Q2 2021 in Review

Bruderman Asset Management sold out of Marsh (MRSH) in Q2 2021, closing a stake of 17,214 shares — an estimated $2.1M sold.

Bruderman Asset Management first reported a position in MRSH in Q1 2015 and held it in 17 quarters. The position peaked at $2.1M in Q1 2021. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • Bruderman Asset Management reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
  • Bruderman Asset Management sold 17,214 Marsh shares in Q2 2021, an estimated $2.1M.
  • Bruderman Asset Management first reported a position in Marsh in Q1 2015 and held it in 17 quarters.
  • Bruderman Asset Management's Marsh position peaked at $2.1M in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Bruderman Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.