TDC
MRSH

Thompson Davis & Co’s Marsh MRSH Stock Holding History

Thompson Davis & Co’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
2022
Q1 		– Sell
-2,900
Closed -$504K – 125
2021
Q4 		$504K Buy
+2,900
New +$482K 0.42% 39
2017
Q4 		– Sell
-83
Closed -$7K – 919
2017
Q3 		$7K Buy
83
+27
+48% +$2.14K 0.01% 778
2017
Q2 		$4K Hold
56
– – 0.01% 884
2017
Q1 		$4K Hold
56
– – 0.01% 939
2016
Q4 		$4K Hold
56
– – 0.01% 911
2016
Q3 		$4K Hold
56
– – 0.01% 877
2016
Q2 		$4K Buy
56
+40
+250% +$2.57K 0.01% 830
2016
Q1 		$1K Sell
16
-138
-90% -$7.73K ﹤0.01% 1024
2015
Q4 		$9K Buy
154
+16
+12% +$882 0.01% 684
2015
Q3 		$7K Buy
+138
New +$7.71K 0.01% 768

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return