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Investment Research & Advisory Group’s Marsh MRSH Stock Holding History

Investment Research & Advisory Group’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
Q1 		– Sell
-697
Closed -$78K – 169
2019
Q4 		$78K Buy
+697
New +$72.8K 0.07% 82

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Research & Advisory Group's MRSH Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of Marsh (MRSH) in Q1 2020, closing a stake of 697 shares — an estimated $78K sold.

Investment Research & Advisory Group first reported a position in MRSH in Q4 2019 and held it in 1 quarter. The position peaked at $78K in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 697 Marsh shares in Q1 2020, an estimated $78K.
  • Investment Research & Advisory Group first reported a position in Marsh in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's Marsh position peaked at $78K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.