BKBG
MRSH

BHF Kleinwort Benson Group’s Marsh MRSH Stock Holding History

BHF Kleinwort Benson 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
2016
Q1 		– Sell
-10,029
Closed -$556K – 416
2015
Q4 		$556K Buy
+10,029
New +$553K 0.01% 352
2015
Q3 		– Sell
-11,460
Closed -$650K – 455
2015
Q2 		$650K Buy
11,460
+405
+4% +$23.4K 0.02% 306
2015
Q1 		$620K Buy
11,055
+2,905
+36% +$164K 0.02% 302
2014
Q4 		$279K Sell
8,150
-8,140
-50% -$446K 0.01% 322
2014
Q3 		$853K Hold
16,290
– – 0.03% 253
2014
Q2 		$844K Hold
16,290
– – 0.02% 258
2014
Q1 		$558K Hold
16,290
– – 0.02% 313
2013
Q4 		$788K Hold
16,290
– – 0.05% 180
2013
Q3 		$709K Sell
16,290
-9,680
-37% -$407K 0.1% 126
2013
Q2 		$986K Buy
+25,970
New +$1.02M 0.12% 120

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BHF Kleinwort Benson Group's MRSH Position: Q1 2016 in Review

BHF Kleinwort Benson Group sold out of Marsh (MRSH) in Q1 2016, closing a stake of 10,029 shares — an estimated $556K sold.

BHF Kleinwort Benson Group first reported a position in MRSH in Q2 2013 and held it in 10 quarters. The position peaked at $986K in Q2 2013. 608 funds tracked by Wall St. Rank hold MRSH as of Q1 2016.

  • BHF Kleinwort Benson Group reported no remaining Marsh position as of Q1 2016 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 10,029 Marsh shares in Q1 2016, an estimated $556K.
  • BHF Kleinwort Benson Group first reported a position in Marsh in Q2 2013 and held it in 10 quarters.
  • BHF Kleinwort Benson Group's Marsh position peaked at $986K in Q2 2013.
  • 608 funds tracked by Wall St. Rank held Marsh as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.