IPC
MRSH

Independent Portfolio Consultants’s Marsh MRSH Stock Holding History

Independent Portfolio Consultants’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 		$300K Sell
3,843
-2,042
-35% -$154K 0.12% 239
2017
Q1 		$435K Sell
5,885
-3,165
-35% -$226K 0.15% 227
2016
Q4 		$612K Buy
9,050
+415
+5% +$27.8K 0.2% 186
2016
Q3 		$581K Buy
+8,635
New +$578K 0.18% 204
2015
Q2 		– Sell
-64
Closed -$4K – 972
2015
Q1 		$4K Buy
+64
New +$3.61K ﹤0.01% 784

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Independent Portfolio Consultants's MRSH Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Marsh (MRSH) stake by 35% in Q2 2017, selling an estimated $154K and leaving 3,843 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #239.

Independent Portfolio Consultants first reported a position in MRSH in Q1 2015 and has held it in 5 quarters since. The position peaked at $612K in Q4 2016. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • Independent Portfolio Consultants held 3,843 shares of Marsh worth $300K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,042 Marsh shares in Q2 2017, an estimated $154K.
  • Marsh made up 0.12% of Independent Portfolio Consultants's portfolio in Q2 2017, its #239 holding.
  • Independent Portfolio Consultants first reported a position in Marsh in Q1 2015 and has held it in 5 quarters since.
  • Independent Portfolio Consultants's Marsh position peaked at $612K in Q4 2016.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.