NFSG
MRSH

Newbridge Financial Services Group’s Marsh MRSH Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-875
Closed -$191K – 1352
2025
Q2 		$191K Buy
875
+796
+1,008% +$180K 0.03% 300
2025
Q1 		$19.3K Sell
79
-14
-15% -$3.18K ﹤0.01% 553
2024
Q4 		$19.7K Hold
93
– – 0.01% 602
2024
Q3 		$20.7K Buy
93
+6
+7% +$1.33K 0.01% 356
2024
Q2 		$18.4K Hold
87
– – 0.01% 586
2024
Q1 		$18K Buy
+87
New +$17.3K 0.01% 628
2023
Q3 		– Sell
-197
Closed -$37K – 1368
2023
Q2 		$37K Buy
197
+1
+0.5% +$177 0.02% 526
2023
Q1 		$32.7K Sell
196
-10
-5% -$1.67K 0.02% 570
2022
Q4 		$34K Buy
206
+1
+0.5% +$164 0.02% 559
2022
Q3 		$31K Buy
205
+1
+0.5% +$160 0.02% 578
2022
Q2 		$32K Buy
204
+20
+11% +$3.21K 0.02% 511
2022
Q1 		$31K Sell
184
-8
-4% -$1.26K 0.02% 596
2021
Q4 		$33K Sell
192
-46
-19% -$7.64K 0.02% 586
2021
Q3 		$36K Buy
238
+5
+2% +$756 0.02% 504
2021
Q2 		$33K Buy
233
+5
+2% +$670 0.02% 577
2021
Q1 		$28K Buy
228
+118
+107% +$13.6K 0.02% 598
2020
Q4 		$13K Hold
110
– – 0.01% 653
2020
Q3 		$13K Buy
+110
New +$12.6K 0.01% 614

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return