JNBA Financial Advisors’s Marsh MRSH Stock Holding History

JNBA Financial Advisors’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
2023 Q4	–	Sell	-27	Closed	-$5.14K	–	736
2023 Q3	$5.14K	Buy	+27	New	+$5.17K	﹤0.01%	534
2023 Q2	–	Sell	-27	Closed	-$4.5K	–	734
2023 Q1	$4.5K	Sell	27 -73	-73%	-$12.2K	﹤0.01%	554
2022 Q4	$16.5K	Hold	100	–	–	﹤0.01%	394
2022 Q3	$15K	Hold	100	–	–	﹤0.01%	415
2022 Q2	$16K	Hold	100	–	–	﹤0.01%	431
2022 Q1	$17K	Hold	100	–	–	﹤0.01%	431
2021 Q4	$17K	Hold	100	–	–	﹤0.01%	445
2021 Q3	$15K	Hold	100	–	–	﹤0.01%	462
2021 Q2	$14K	Hold	100	–	–	﹤0.01%	448
2021 Q1	$12K	Buy	100 +54	+117%	+$6.22K	﹤0.01%	446
2020 Q4	$5K	Buy	+46	New	+$5.23K	﹤0.01%	495
2018 Q4	–	Sell	-185	Closed	-$15K	–	654
2018 Q3	$15K	Buy	+185	New	+$15.7K	0.01%	337
2016 Q4	–	Sell	-3,876	Closed	-$261K	–	996
2016 Q3	$261K	Buy	+3,876	New	+$260K	0.04%	186

Other funds holding MRSH

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JNBA Financial Advisors's MRSH Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Marsh (MRSH) in Q4 2023, closing a stake of 27 shares — an estimated $5.14K sold.

JNBA Financial Advisors first reported a position in MRSH in Q3 2016 and held it in 13 quarters. The position peaked at $261K in Q3 2016. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

JNBA Financial Advisors reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
JNBA Financial Advisors sold 27 Marsh shares in Q4 2023, an estimated $5.14K.
JNBA Financial Advisors first reported a position in Marsh in Q3 2016 and held it in 13 quarters.
JNBA Financial Advisors's Marsh position peaked at $261K in Q3 2016.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.