AG
MRSH

Advisor Group’s Marsh MRSH Stock Holding History

Advisor 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
2019
Q4 		$2.37M Sell
21,260
-892
-4% -$93.2K 0.02% 729
2019
Q3 		$2.22M Sell
22,152
-5,109
-19% -$511K 0.02% 715
2019
Q2 		$2.72M Sell
27,261
-44
-0.2% -$4.21K 0.02% 627
2019
Q1 		$2.56M Sell
27,305
-482
-2% -$42.6K 0.02% 631
2018
Q4 		$2.22M Sell
27,787
-944
-3% -$78.7K 0.02% 600
2018
Q3 		$2.38M Buy
28,731
+11,447
+66% +$970K 0.02% 577
2018
Q2 		$1.42M Sell
17,284
-3,473
-17% -$284K 0.02% 701
2018
Q1 		$1.72M Sell
20,757
-413
-2% -$34.2K 0.02% 617
2017
Q4 		$1.72M Sell
21,170
-610
-3% -$50.7K 0.02% 614
2017
Q3 		$1.83M Buy
21,780
+651
+3% +$51.6K 0.03% 540
2017
Q2 		$1.65M Buy
21,129
+7,639
+57% +$577K 0.03% 546
2017
Q1 		$997K Buy
13,490
+2,739
+25% +$196K 0.02% 709
2016
Q4 		$727K Buy
10,751
+1,094
+11% +$73.3K 0.02% 807
2016
Q3 		$649K Buy
9,657
+3,800
+65% +$255K 0.02% 837
2016
Q2 		$398K Buy
+5,857
New +$376K 0.01% 1042

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Advisor Group's MRSH Position: Q4 2019 in Review

Advisor Group reduced its Marsh (MRSH) stake by 4% in Q4 2019, selling an estimated $93.2K and leaving 21,260 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #729.

Advisor Group first reported a position in MRSH in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.72M in Q2 2019. 924 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Advisor Group held 21,260 shares of Marsh worth $2.37M as of Q4 2019.
  • Advisor Group sold 892 Marsh shares in Q4 2019, an estimated $93.2K.
  • Marsh made up 0.02% of Advisor Group's portfolio in Q4 2019, its #729 holding.
  • Advisor Group first reported a position in Marsh in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Marsh position peaked at $2.72M in Q2 2019.
  • 924 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.