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 – 246
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return