JPG
MRSH

Jordan Park Group’s Marsh MRSH Stock Holding History

Jordan Park 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
2021
Q3 		– Sell
-4,109
Closed -$578K – 88
2021
Q2 		$578K Buy
4,109
+1,306
+47% +$175K 0.03% 55
2021
Q1 		$341K Buy
+2,803
New +$323K 0.02% 55

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

Jordan Park Group's MRSH Position: Q3 2021 in Review

Jordan Park Group sold out of Marsh (MRSH) in Q3 2021, closing a stake of 4,109 shares — an estimated $578K sold.

Jordan Park Group first reported a position in MRSH in Q1 2021 and held it in 2 quarters. The position peaked at $578K in Q2 2021. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

  • Jordan Park Group reported no remaining Marsh position as of Q3 2021 after selling out during the quarter.
  • Jordan Park Group sold 4,109 Marsh shares in Q3 2021, an estimated $578K.
  • Jordan Park Group first reported a position in Marsh in Q1 2021 and held it in 2 quarters.
  • Jordan Park Group's Marsh position peaked at $578K in Q2 2021.
  • 1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on Jordan Park Group's 13F filing for Q3 2021, filed 19 Oct 2021.