InterOcean Capital’s Marsh MRSH Stock Holding History

InterOcean 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	$244K	Buy	+2,274	New	+$230K	0.02%	166
2020 Q1	–	Sell	-2,274	Closed	-$253K	–	198
2019 Q4	$253K	Hold	2,274	–	–	0.02%	173
2019 Q3	$228K	Hold	2,274	–	–	0.02%	180
2019 Q2	$227K	Hold	2,274	–	–	0.02%	165
2019 Q1	$214K	Buy	+2,274	New	+$201K	0.02%	166
2018 Q3	–	Sell	-2,860	Closed	-$234K	–	205
2018 Q2	$234K	Buy	+2,860	New	+$233K	0.03%	183
2018 Q1	–	Sell	-4,360	Closed	-$355K	–	183
2017 Q4	$355K	Buy	4,360 +1,500	+52%	+$125K	0.05%	127
2017 Q3	$240K	Hold	2,860	–	–	0.04%	143
2017 Q2	$223K	Hold	2,860	–	–	0.04%	139
2017 Q1	$211K	Sell	2,860 -813	-22%	-$58.1K	0.04%	139
2016 Q4	$248K	Sell	3,673 -200	-5%	-$13.4K	0.05%	133
2016 Q3	$260K	Buy	3,873 +586	+18%	+$39.3K	0.06%	129
2016 Q2	$225K	Buy	+3,287	New	+$211K	0.05%	136

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

InterOcean Capital's MRSH Position: Q2 2020 in Review

InterOcean Capital opened a new position in Marsh (MRSH) in Q2 2020: 2,274 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings. This is a return to the name: InterOcean Capital previously reported a position in MRSH as recently as Q4 2019.

InterOcean Capital first reported a position in MRSH in Q2 2016 and has held it in 13 quarters since. The position peaked at $355K in Q4 2017. 910 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

InterOcean Capital held 2,274 shares of Marsh worth $244K as of Q2 2020.
Marsh was a new InterOcean Capital position in Q2 2020.
Marsh made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #166 holding.
InterOcean Capital first reported a position in Marsh in Q2 2016 and has held it in 13 quarters since.
InterOcean Capital's Marsh position peaked at $355K in Q4 2017.
910 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.