FI
MRSH

FormulaFolio Investments’s Marsh MRSH Stock Holding History

FormulaFolio Investments’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
Q2 		$11K Hold
80
– – ﹤0.01% 250
2021
Q1 		$11K Sell
80
-1,772
-96% -$204K ﹤0.01% 251
2020
Q4 		$217K Buy
+1,852
New +$210K ﹤0.01% 614
2016
Q4 		– Sell
-13,673
Closed -$920K – 201
2016
Q3 		$920K Sell
13,673
-865
-6% -$57.9K 0.14% 56
2016
Q2 		$995K Buy
+14,538
New +$933K 0.17% 45

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's MRSH Position: Q2 2021 in Review

FormulaFolio Investments held its Marsh (MRSH) position steady in Q2 2021 at 80 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

FormulaFolio Investments first reported a position in MRSH in Q2 2016 and has held it in 5 quarters since. The position peaked at $995K in Q2 2016. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • FormulaFolio Investments held 80 shares of Marsh worth $11K as of Q2 2021.
  • FormulaFolio Investments left its Marsh share count unchanged in Q2 2021.
  • Marsh made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #250 holding.
  • FormulaFolio Investments first reported a position in Marsh in Q2 2016 and has held it in 5 quarters since.
  • FormulaFolio Investments's Marsh position peaked at $995K in Q2 2016.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.