KFA
MRSH

Kabarec Financial Advisors’s Marsh MRSH Stock Holding History

Kabarec 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
2018
Q2 		$619K Buy
7,551
+2,484
+49% +$203K 0.47% 25
2018
Q1 		$418K Buy
+5,067
New +$420K 0.26% 32

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kabarec Financial Advisors's MRSH Position: Q2 2018 in Review

Kabarec Financial Advisors increased its Marsh (MRSH) stake by 49% in Q2 2018, buying an estimated $203K and bringing the position to 7,551 shares worth $619K. The position accounts for 0.47% of the portfolio, ranked #25.

Kabarec Financial Advisors first reported a position in MRSH in Q1 2018 and has held it in 2 quarters since. 794 funds tracked by Wall St. Rank hold MRSH as of Q2 2018.

  • Kabarec Financial Advisors held 7,551 shares of Marsh worth $619K as of Q2 2018.
  • Kabarec Financial Advisors bought 2,484 Marsh shares in Q2 2018, an estimated $203K.
  • Marsh made up 0.47% of Kabarec Financial Advisors's portfolio in Q2 2018, its #25 holding.
  • Kabarec Financial Advisors first reported a position in Marsh in Q1 2018 and has held it in 2 quarters since.
  • 794 funds tracked by Wall St. Rank held Marsh as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.