GA
MRSH

Geneva Advisors’s Marsh MRSH Stock Holding History

Geneva 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
2017
Q2 		$4.02M Buy
51,585
+8,930
+21% +$674K 0.07% 133
2017
Q1 		$3.15M Sell
42,655
-1,734
-4% -$124K 0.06% 158
2016
Q4 		$3M Buy
44,389
+1,639
+4% +$110K 0.06% 164
2016
Q3 		$2.88M Buy
42,750
+620
+1% +$41.5K 0.05% 160
2016
Q2 		$2.88M Sell
42,130
-1,297
-3% -$83.3K 0.06% 158
2016
Q1 		$2.64M Sell
43,427
-1,642
-4% -$92K 0.05% 154
2015
Q4 		$2.5M Sell
45,069
-1,520
-3% -$83.8K 0.05% 169
2015
Q3 		$2.43M Sell
46,589
-1,571
-3% -$87.7K 0.05% 166
2015
Q2 		$2.73M Buy
48,160
+3,320
+7% +$192K 0.05% 178
2015
Q1 		$2.52M Hold
44,840
– – 0.05% 184
2014
Q4 		$2.57M Buy
44,840
+870
+2% +$47.7K 0.05% 179
2014
Q3 		$2.3M Sell
43,970
-590
-1% -$30.8K 0.04% 180
2014
Q2 		$2.31M Buy
44,560
+1,370
+3% +$68.1K 0.04% 195
2014
Q1 		$2.13M Buy
43,190
+38,955
+920% +$1.87M 0.04% 200
2013
Q4 		$205K Buy
+4,235
New +$196K ﹤0.01% 466

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geneva Advisors's MRSH Position: Q2 2017 in Review

Geneva Advisors increased its Marsh (MRSH) stake by 21% in Q2 2017, buying an estimated $674K and bringing the position to 51,585 shares worth $4.02M. The position accounts for 0.07% of the portfolio, ranked #133.

Geneva Advisors first reported a position in MRSH in Q4 2013 and has held it in 15 quarters since. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • Geneva Advisors held 51,585 shares of Marsh worth $4.02M as of Q2 2017.
  • Geneva Advisors bought 8,930 Marsh shares in Q2 2017, an estimated $674K.
  • Marsh made up 0.07% of Geneva Advisors's portfolio in Q2 2017, its #133 holding.
  • Geneva Advisors first reported a position in Marsh in Q4 2013 and has held it in 15 quarters since.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.