JWM
MRSH

Jackson Wealth Management’s Marsh MRSH Stock Holding History

Jackson Wealth Management’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
2021
Q1 		– Sell
-20,010
Closed -$2.34M – 135
2020
Q4 		$2.34M Buy
20,010
+2,568
+15% +$292K 0.32% 73
2020
Q3 		$2M Buy
17,442
+2,352
+16% +$270K 0.3% 72
2020
Q2 		$1.62M Buy
15,090
+1,210
+9% +$122K 0.29% 78
2020
Q1 		$1.44M Buy
13,880
+613
+5% +$65.4K 0.3% 68
2019
Q4 		$1.51M Buy
13,267
+224
+2% +$23.4K 0.25% 94
2019
Q3 		$1.26M Buy
13,043
+577
+5% +$57.7K 0.26% 87
2019
Q2 		$1.28M Hold
12,466
– – 0.28% 75
2019
Q1 		$1.17M Hold
12,466
– – 0.29% 75
2018
Q4 		$972K Sell
12,466
-329
-3% -$27.4K 0.29% 71
2018
Q3 		$1.06M Buy
12,795
+75
+0.6% +$6.35K 0.22% 80
2018
Q2 		$1.11M Buy
12,720
+120
+1% +$9.8K 0.26% 78
2018
Q1 		$1.03M Sell
12,600
-3,395
-21% -$281K 0.29% 86
2017
Q4 		$1.31M Buy
15,995
+436
+3% +$36.2K 0.33% 79
2017
Q3 		$1.3M Buy
+15,559
New +$1.23M 0.35% 68

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Wealth Management's MRSH Position: Q1 2021 in Review

Jackson Wealth Management sold out of Marsh (MRSH) in Q1 2021, closing a stake of 20,010 shares — an estimated $2.34M sold.

Jackson Wealth Management first reported a position in MRSH in Q3 2017 and held it in 14 quarters. The position peaked at $2.34M in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Jackson Wealth Management reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 20,010 Marsh shares in Q1 2021, an estimated $2.34M.
  • Jackson Wealth Management first reported a position in Marsh in Q3 2017 and held it in 14 quarters.
  • Jackson Wealth Management's Marsh position peaked at $2.34M in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.