Blue Chip Wealth Management’s Marsh MRSH Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$1.66M	Buy	14,458 +31	+0.2%	+$3.55K	1.31%	19
2020 Q2	$1.55M	Buy	14,427 +21	+0.1%	+$2.13K	1.47%	18
2020 Q1	$1.25M	Sell	14,406 -2,371	-14%	-$253K	1.55%	18
2019 Q4	$1.87M	Buy	16,777 +186	+1%	+$19.4K	1.73%	17
2019 Q3	$1.66M	Sell	16,591 -187	-1%	-$18.7K	1.73%	17
2019 Q2	$1.67M	Buy	16,778 +548	+3%	+$52.4K	1.77%	17
2019 Q1	$1.52M	Sell	16,230 -96	-0.6%	-$8.49K	1.73%	16
2018 Q4	$1.3M	Buy	16,326 +18	+0.1%	+$1.5K	1.71%	16
2018 Q3	$1.35M	Sell	16,308 -696	-4%	-$59K	1.36%	21
2018 Q2	$1.39M	Buy	17,004 +478	+3%	+$39K	1.52%	17
2018 Q1	$1.36M	Buy	+16,526	New	+$1.37M	1.4%	17

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Chip Wealth Management's MRSH Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Marsh (MRSH) stake by 0.21% in Q3 2020, buying an estimated $3.55K and bringing the position to 14,458 shares worth $1.66M. The position accounts for 1.31% of the portfolio, ranked #19.

Blue Chip Wealth Management first reported a position in MRSH in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.87M in Q4 2019. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

Blue Chip Wealth Management held 14,458 shares of Marsh worth $1.66M as of Q3 2020.
Blue Chip Wealth Management bought 31 Marsh shares in Q3 2020, an estimated $3.55K.
Marsh made up 1.31% of Blue Chip Wealth Management's portfolio in Q3 2020, its #19 holding.
Blue Chip Wealth Management first reported a position in Marsh in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Marsh position peaked at $1.87M in Q4 2019.
937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.