BP
MRSH

Banyan Partners’s Marsh MRSH Stock Holding History

Banyan 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
2014
Q3 		$550K Hold
10,516
– – 0.05% 294
2014
Q2 		$545K Buy
10,516
+306
+3% +$15.2K 0.05% 304
2014
Q1 		$503K Sell
10,210
-882
-8% -$42.2K 0.04% 297
2013
Q4 		$536K Sell
11,092
-10,042
-48% -$466K 0.04% 302
2013
Q3 		$921K Buy
+21,134
New +$889K 0.08% 187

Other funds holding MRSH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Banyan Partners's MRSH Position: Q3 2014 in Review

Banyan Partners held its Marsh (MRSH) position steady in Q3 2014 at 10,516 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #294.

Banyan Partners first reported a position in MRSH in Q3 2013 and has held it in 5 quarters since. The position peaked at $921K in Q3 2013. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2014.

  • Banyan Partners held 10,516 shares of Marsh worth $550K as of Q3 2014.
  • Banyan Partners left its Marsh share count unchanged in Q3 2014.
  • Marsh made up 0.05% of Banyan Partners's portfolio in Q3 2014, its #294 holding.
  • Banyan Partners first reported a position in Marsh in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Marsh position peaked at $921K in Q3 2013.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.