HFS
MRSH

HL Financial Services’s Marsh MRSH Stock Holding History

HL Financial Services’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
2019
Q1 		$495K Sell
5,272
-443
-8% -$39.2K 0.01% 511
2018
Q4 		$456K Sell
5,715
-311
-5% -$25.9K 0.01% 514
2018
Q3 		$498K Buy
6,026
+255
+4% +$21.6K 0.01% 531
2018
Q2 		$473K Buy
5,771
+59
+1% +$4.82K 0.01% 499
2018
Q1 		$472K Sell
5,712
-18
-0.3% -$1.49K 0.01% 507
2017
Q4 		$466K Buy
5,730
+18
+0.3% +$1.5K 0.01% 437
2017
Q3 		$479K Buy
5,712
+200
+4% +$15.9K 0.01% 494
2017
Q2 		$430K Sell
5,512
-36
-0.6% -$2.72K 0.01% 502
2017
Q1 		$410K Sell
5,548
-2,134
-28% -$152K 0.01% 499
2016
Q4 		$519K Hold
7,682
– – 0.01% 436
2016
Q3 		$517K Sell
7,682
-8,642
-53% -$579K 0.01% 421
2016
Q2 		$1.12M Buy
16,324
+60
+0.4% +$3.85K 0.03% 302
2016
Q1 		$989K Buy
16,264
+158
+1% +$8.85K 0.02% 308
2015
Q4 		$893K Sell
16,106
-113
-0.7% -$6.23K 0.02% 330
2015
Q3 		$847K Sell
16,219
-194
-1% -$10.8K 0.02% 307
2015
Q2 		$930K Sell
16,413
-154
-0.9% -$8.89K 0.02% 324
2015
Q1 		$929K Sell
16,567
-3,102
-16% -$175K 0.03% 314
2014
Q4 		$1.13M Buy
19,669
+7,889
+67% +$433K 0.03% 249
2014
Q3 		$617K Sell
11,780
-41,923
-78% -$2.19M 0.02% 361
2014
Q2 		$2.78M Buy
53,703
+3,789
+8% +$188K 0.08% 160
2014
Q1 		$2.46M Buy
+49,914
New +$2.39M 0.07% 169
2013
Q4 		– Sell
-5,050
Closed -$220K – 644
2013
Q3 		$220K Hold
5,050
– – 0.01% 532
2013
Q2 		$202K Buy
+5,050
New +$198K 0.01% 502

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

HL Financial Services's MRSH Position: Q1 2019 in Review

HL Financial Services reduced its Marsh (MRSH) stake by 7.8% in Q1 2019, selling an estimated $39.2K and leaving 5,272 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #511.

HL Financial Services first reported a position in MRSH in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.78M in Q2 2014. 836 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

  • HL Financial Services held 5,272 shares of Marsh worth $495K as of Q1 2019.
  • HL Financial Services sold 443 Marsh shares in Q1 2019, an estimated $39.2K.
  • Marsh made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #511 holding.
  • HL Financial Services first reported a position in Marsh in Q2 2013 and has held it in 23 quarters since.
  • HL Financial Services's Marsh position peaked at $2.78M in Q2 2014.
  • 836 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.