Gemmer Asset Management’s Marsh MRSH Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-325	Closed	-$55K	–	734
2022 Q1	$55K	Sell	325 -81	-20%	-$12.8K	0.01%	245
2021 Q4	$71K	Hold	406	–	–	0.01%	216
2021 Q3	$61K	Hold	406	–	–	0.01%	208
2021 Q2	$57K	Hold	406	–	–	0.01%	249
2021 Q1	$49K	Hold	406	–	–	0.01%	250
2020 Q4	$48K	Hold	406	–	–	0.01%	243
2020 Q3	$47K	Hold	406	–	–	0.01%	213
2020 Q2	$44K	Hold	406	–	–	0.01%	216
2020 Q1	$35K	Hold	406	–	–	0.01%	227
2019 Q4	$45K	Hold	406	–	–	0.01%	206
2019 Q3	$41K	Hold	406	–	–	0.01%	225
2019 Q2	$40K	Hold	406	–	–	0.01%	217
2019 Q1	$38K	Hold	406	–	–	0.01%	241
2018 Q4	$32K	Hold	406	–	–	0.01%	242
2018 Q3	$34K	Hold	406	–	–	0.01%	247
2018 Q2	$33K	Hold	406	–	–	0.01%	257
2018 Q1	$34K	Hold	406	–	–	0.01%	246
2017 Q4	$33K	Hold	406	–	–	0.01%	270
2017 Q3	$34K	Hold	406	–	–	0.01%	231
2017 Q2	$32K	Hold	406	–	–	0.01%	249
2017 Q1	$30K	Hold	406	–	–	0.01%	246
2016 Q4	$27K	Hold	406	–	–	0.01%	253
2016 Q3	$27K	Hold	406	–	–	0.01%	253
2016 Q2	$28K	Hold	406	–	–	0.02%	231
2016 Q1	$24K	Hold	406	–	–	0.01%	268
2015 Q4	$23K	Hold	406	–	–	0.01%	268
2015 Q3	$21K	Hold	406	–	–	0.01%	310
2015 Q2	$23K	Hold	406	–	–	0.01%	288
2015 Q1	$23K	Hold	406	–	–	0.01%	310
2014 Q4	$23K	Hold	406	–	–	0.02%	292
2014 Q3	$21K	Hold	406	–	–	0.01%	300
2014 Q2	$21K	Hold	406	–	–	0.01%	299
2014 Q1	$20K	Buy	+406	New	+$19.4K	0.01%	298

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gemmer Asset Management's MRSH Position: Q2 2022 in Review

Gemmer Asset Management sold out of Marsh (MRSH) in Q2 2022, closing a stake of 325 shares — an estimated $55K sold.

Gemmer Asset Management first reported a position in MRSH in Q1 2014 and held it in 33 quarters. The position peaked at $71K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

Gemmer Asset Management reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 325 Marsh shares in Q2 2022, an estimated $55K.
Gemmer Asset Management first reported a position in Marsh in Q1 2014 and held it in 33 quarters.
Gemmer Asset Management's Marsh position peaked at $71K in Q4 2021.
1,147 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.