Mariner
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Mariner’s Brunswick BC Stock Holding History

Mariner’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.27M Buy
86,154
+16,677
+24% +$1.35M 0.01% 965
2025
Q4 		$5.16M Buy
69,477
+10,115
+17% +$686K 0.01% 994
2025
Q3 		$3.75M Buy
59,362
+25,321
+74% +$1.57M ﹤0.01% 1066
2025
Q2 		$1.88M Buy
+34,041
New +$1.72M ﹤0.01% 1374
2024
Q4 		– Sell
-3,861
Closed -$324K – 3396
2024
Q3 		$324K Buy
3,861
+129
+3% +$10K ﹤0.01% 2512
2024
Q2 		$272K Sell
3,732
-597
-14% -$48.7K ﹤0.01% 2529
2024
Q1 		$418K Buy
4,329
+535
+14% +$47K ﹤0.01% 2175
2023
Q4 		$367K Buy
3,794
+35
+0.9% +$2.78K ﹤0.01% 2170
2023
Q3 		$297K Buy
3,759
+703
+23% +$57.9K ﹤0.01% 2157
2023
Q2 		$264K Sell
3,056
-6
-0.2% -$490 ﹤0.01% 2229
2023
Q1 		$251K Sell
3,062
-115
-4% -$9.51K ﹤0.01% 2213
2022
Q4 		$229K Buy
+3,177
New +$226K ﹤0.01% 2244

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return