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Capstone Triton Financial Group’s Marsh MRSH Stock Holding History

Capstone Triton Financial 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
2021
Q1 		– Sell
-431
Closed -$50K – 240
2020
Q4 		$50K Buy
+431
New +$49K 0.03% 202

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Triton Financial Group's MRSH Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Marsh (MRSH) in Q1 2021, closing a stake of 431 shares — an estimated $50K sold.

Capstone Triton Financial Group first reported a position in MRSH in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 431 Marsh shares in Q1 2021, an estimated $50K.
  • Capstone Triton Financial Group first reported a position in Marsh in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Marsh position peaked at $50K in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.