CAW
MRSH

Cornerstone Advisors (Washington)’s Marsh MRSH Stock Holding History

Cornerstone Advisors (Washington)’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 		$341K Buy
2,974
+83
+3% +$9.51K 0.04% 63
2020
Q2 		$310K Buy
2,891
+156
+6% +$15.8K 0.03% 65
2020
Q1 		$236K Buy
2,735
+620
+29% +$66.1K 0.03% 69
2019
Q4 		$236K Buy
2,115
+36
+2% +$3.76K 0.03% 82
2019
Q3 		$208K Buy
2,079
+159
+8% +$15.9K 0.03% 86
2019
Q2 		$192K Buy
1,920
+116
+6% +$11.1K 0.02% 158
2019
Q1 		$169K Buy
1,804
+744
+70% +$65.8K 0.02% 160
2018
Q4 		$85K Buy
1,060
+91
+9% +$7.59K 0.02% 215
2018
Q3 		$80K Buy
969
+76
+9% +$6.44K 0.05% 245
2018
Q2 		$73K Buy
893
+33
+4% +$2.69K 0.05% 247
2018
Q1 		$71K Hold
860
– – 0.05% 242
2017
Q4 		$70K Hold
860
– – 0.05% 235
2017
Q3 		$72K Hold
860
– – 0.05% 227
2017
Q2 		$67K Hold
860
– – 0.04% 236
2017
Q1 		$64K Hold
860
– – 0.04% 247
2016
Q4 		$58K Buy
860
+37
+4% +$2.48K 0.05% 247
2016
Q3 		$55K Buy
823
+595
+261% +$39.9K 0.05% 241
2016
Q2 		$16K Hold
228
– – 0.02% 329
2016
Q1 		$14K Buy
228
+106
+87% +$5.94K 0.01% 346
2015
Q4 		$7K Hold
122
– – 0.01% 498
2015
Q3 		$6K Hold
122
– – 0.01% 528
2015
Q2 		$7K Hold
122
– – 0.01% 368
2015
Q1 		$7K Hold
122
– – 0.01% 395
2014
Q4 		$7K Hold
122
– – 0.01% 350
2014
Q3 		$6K Sell
122
-15
-11% -$782 ﹤0.01% 253
2014
Q2 		$7K Buy
137
+32
+30% +$1.59K 0.01% 262
2014
Q1 		$5K Sell
105
-196
-65% -$9.39K 0.01% 267
2013
Q4 		$15K Hold
301
– – 0.02% 121
2013
Q3 		$13K Buy
301
+245
+438% +$10.3K 0.02% 123
2013
Q2 		$2K Buy
+56
New +$2.19K ﹤0.01% 192

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MRSH Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Marsh (MRSH) stake by 2.9% in Q3 2020, buying an estimated $9.51K and bringing the position to 2,974 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #63.

Cornerstone Advisors (Washington) first reported a position in MRSH in Q2 2013 and has held it in 30 quarters since. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Cornerstone Advisors (Washington) held 2,974 shares of Marsh worth $341K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 83 Marsh shares in Q3 2020, an estimated $9.51K.
  • Marsh made up 0.04% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #63 holding.
  • Cornerstone Advisors (Washington) first reported a position in Marsh in Q2 2013 and has held it in 30 quarters since.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.