Global Financial Private Capital’s Marsh MRSH Stock Holding History

Global Financial Private Capital’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 Q2	$3.08M	Sell	28,684 -209	-0.7%	-$21.2K	0.19%	116
2020 Q1	$2.5M	Sell	28,893 -17,721	-38%	-$1.89M	0.16%	126
2019 Q4	$5.19M	Sell	46,614 -1,424	-3%	-$149K	0.26%	103
2019 Q3	$4.81M	Sell	48,038 -6,167	-11%	-$616K	0.24%	103
2019 Q2	$5.41M	Buy	+54,205	New	+$5.19M	0.26%	102

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Financial Private Capital's MRSH Position: Q2 2020 in Review

Global Financial Private Capital reduced its Marsh (MRSH) stake by 0.72% in Q2 2020, selling an estimated $21.2K and leaving 28,684 shares worth $3.08M. The position accounts for 0.19% of the portfolio, ranked #116.

Global Financial Private Capital first reported a position in MRSH in Q2 2019 and has held it in 5 quarters since. The position peaked at $5.41M in Q2 2019. 911 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

Global Financial Private Capital held 28,684 shares of Marsh worth $3.08M as of Q2 2020.
Global Financial Private Capital sold 209 Marsh shares in Q2 2020, an estimated $21.2K.
Marsh made up 0.19% of Global Financial Private Capital's portfolio in Q2 2020, its #116 holding.
Global Financial Private Capital first reported a position in Marsh in Q2 2019 and has held it in 5 quarters since.
Global Financial Private Capital's Marsh position peaked at $5.41M in Q2 2019.
911 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.