J.M. Forbes & Co’s Marsh MRSH Stock Holding History

J.M. Forbes & Co’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	-3,600	Closed	-$401K	–	100
2019 Q4	$401K	Hold	3,600	–	–	0.07%	81
2019 Q3	$360K	Hold	3,600	–	–	0.07%	81
2019 Q2	$359K	Hold	3,600	–	–	0.07%	80
2019 Q1	$338K	Sell	3,600 -37	-1%	-$3.27K	0.07%	81
2018 Q4	$290K	Hold	3,637	–	–	0.07%	85
2018 Q3	$301K	Hold	3,637	–	–	0.06%	87
2018 Q2	$298K	Hold	3,637	–	–	0.07%	87
2018 Q1	$300K	Hold	3,637	–	–	0.07%	88
2017 Q4	$296K	Buy	3,637 +37	+1%	+$3.08K	0.07%	92
2017 Q3	$301K	Hold	3,600	–	–	0.08%	83
2017 Q2	$280K	Hold	3,600	–	–	0.07%	85
2017 Q1	$266K	Hold	3,600	–	–	0.07%	88
2016 Q4	$243K	Hold	3,600	–	–	0.07%	88
2016 Q3	$242K	Hold	3,600	–	–	0.07%	87
2016 Q2	$246K	Hold	3,600	–	–	0.07%	86
2016 Q1	$218K	Buy	+3,600	New	+$202K	0.06%	85
2015 Q3	–	Sell	-3,600	Closed	-$204K	–	103
2015 Q2	$204K	Hold	3,600	–	–	0.05%	90
2015 Q1	$202K	Buy	+3,600	New	+$203K	0.05%	92

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J.M. Forbes & Co's MRSH Position: Q1 2020 in Review

J.M. Forbes & Co sold out of Marsh (MRSH) in Q1 2020, closing a stake of 3,600 shares — an estimated $401K sold.

J.M. Forbes & Co first reported a position in MRSH in Q1 2015 and held it in 18 quarters. The position peaked at $401K in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

J.M. Forbes & Co reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
J.M. Forbes & Co sold 3,600 Marsh shares in Q1 2020, an estimated $401K.
J.M. Forbes & Co first reported a position in Marsh in Q1 2015 and held it in 18 quarters.
J.M. Forbes & Co's Marsh position peaked at $401K in Q4 2019.
881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on J.M. Forbes & Co's 13F filing for Q1 2020, filed 15 May 2020.