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Forvis Mazars Wealth Advisors’s Marsh MRSH Stock Holding History

Forvis Mazars Wealth Advisors’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
-1,941
Closed -$227K – 327
2020
Q4 		$227K Buy
1,941
+62
+3% +$7.04K 0.01% 333
2020
Q3 		$216K Buy
+1,879
New +$215K 0.01% 305

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

Forvis Mazars Wealth Advisors's MRSH Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Marsh (MRSH) in Q1 2021, closing a stake of 1,941 shares — an estimated $227K sold.

Forvis Mazars Wealth Advisors first reported a position in MRSH in Q3 2020 and held it in 2 quarters. The position peaked at $227K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,941 Marsh shares in Q1 2021, an estimated $227K.
  • Forvis Mazars Wealth Advisors first reported a position in Marsh in Q3 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Marsh position peaked at $227K in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.