BWP
MRSH

BSW Wealth Partners’s Marsh MRSH Stock Holding History

BSW Wealth Partners’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
Q2 		– Sell
-1,130
Closed -$276K – 327
2025
Q1 		$276K Buy
1,130
+37
+3% +$8.39K 0.04% 243
2024
Q4 		$232K Buy
1,093
+7
+0.6% +$1.55K 0.03% 272
2024
Q3 		$242K Buy
1,086
+53
+5% +$11.8K 0.04% 267
2024
Q2 		$218K Buy
1,033
+37
+4% +$7.6K 0.04% 267
2024
Q1 		$205K Sell
996
-68
-6% -$13.6K 0.03% 279
2023
Q4 		$202K Buy
1,064
+11
+1% +$2.13K 0.04% 263
2023
Q3 		$200K Sell
1,053
-2,331
-69% -$447K 0.04% 229
2023
Q2 		$637K Hold
3,384
– – 0.13% 93
2023
Q1 		$564K Buy
3,384
+231
+7% +$38.5K 0.12% 123
2022
Q4 		$522K Buy
3,153
+172
+6% +$28.1K 0.11% 131
2022
Q3 		$445K Buy
2,981
+8
+0.3% +$1.28K 0.11% 129
2022
Q2 		$462K Buy
2,973
+381
+15% +$61.1K 0.11% 131
2022
Q1 		$442K Buy
2,592
+339
+15% +$53.4K 0.11% 141
2021
Q4 		$392K Buy
2,253
+151
+7% +$25.1K 0.1% 155
2021
Q3 		$318K Buy
+2,102
New +$318K 0.09% 173

Other funds holding MRSH

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return