BWM
MRSH

Braver Wealth Management’s Marsh MRSH Stock Holding History

Braver 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
2016
Q4 		$667K Buy
9,863
+1,451
+17% +$97.3K 0.11% 107
2016
Q3 		$566K Hold
8,412
– – 0.09% 105
2016
Q2 		$576K Sell
8,412
-882
-9% -$56.6K 0.1% 93
2016
Q1 		$565K Buy
+9,294
New +$520K 0.09% 100

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Braver Wealth Management's MRSH Position: Q4 2016 in Review

Braver Wealth Management increased its Marsh (MRSH) stake by 17% in Q4 2016, buying an estimated $97.3K and bringing the position to 9,863 shares worth $667K. The position accounts for 0.11% of the portfolio, ranked #107.

Braver Wealth Management first reported a position in MRSH in Q1 2016 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold MRSH as of Q4 2016.

  • Braver Wealth Management held 9,863 shares of Marsh worth $667K as of Q4 2016.
  • Braver Wealth Management bought 1,451 Marsh shares in Q4 2016, an estimated $97.3K.
  • Marsh made up 0.11% of Braver Wealth Management's portfolio in Q4 2016, its #107 holding.
  • Braver Wealth Management first reported a position in Marsh in Q1 2016 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held Marsh as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.