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Ladenburg Thalmann Financial Services’s Marsh MRSH Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$3.3M Buy
35,207
+10,543
+43% +$1.1M 0.02% 650
2019
Q3 		$2.47M Buy
24,664
+2,319
+10% +$232K 0.02% 729
2019
Q2 		$2.23M Buy
22,345
+2,749
+14% +$263K 0.02% 751
2019
Q1 		$1.84M Buy
19,596
+9,580
+96% +$847K 0.01% 815
2018
Q4 		$799K Buy
10,016
+1,857
+23% +$155K 0.01% 1193
2018
Q3 		$676K Buy
8,159
+37
+0.5% +$3.13K 0.01% 1389
2018
Q2 		$670K Hold
8,122
– – 0.01% 1336
2018
Q1 		$670K Buy
8,122
+169
+2% +$14K 0.01% 1336
2017
Q4 		$647K Buy
7,953
+1,224
+18% +$102K 0.01% 1356
2017
Q3 		$564K Buy
6,729
+945
+16% +$74.9K 0.01% 1382
2017
Q2 		$451K Buy
5,784
+801
+16% +$60.5K 0.01% 1453
2017
Q1 		$368K Sell
4,983
-373
-7% -$26.7K ﹤0.01% 1499
2016
Q4 		$363K Buy
5,356
+155
+3% +$10.4K 0.01% 1447
2016
Q3 		$349K Buy
5,201
+433
+9% +$29K 0.01% 1388
2016
Q2 		$325K Buy
4,768
+926
+24% +$59.5K 0.01% 1369
2016
Q1 		$235K Buy
3,842
+575
+18% +$32.2K ﹤0.01% 1507
2015
Q4 		$180K Buy
3,267
+280
+9% +$15.4K ﹤0.01% 1656
2015
Q3 		$155K Buy
2,987
+286
+11% +$16K ﹤0.01% 1672
2015
Q2 		$153K Sell
2,701
-59
-2% -$3.41K ﹤0.01% 1803
2015
Q1 		$154K Buy
2,760
+962
+54% +$54.2K ﹤0.01% 1764
2014
Q4 		$102K Buy
1,798
+221
+14% +$12.1K ﹤0.01% 1883
2014
Q3 		$82K Buy
1,577
+70
+5% +$3.65K ﹤0.01% 1716
2014
Q2 		$78K Buy
1,507
+244
+19% +$12.1K ﹤0.01% 1758
2014
Q1 		$62K Hold
1,263
– – ﹤0.01% 1802
2013
Q4 		$61K Buy
1,263
+251
+25% +$11.6K ﹤0.01% 1777
2013
Q3 		$44K Sell
1,012
-196
-16% -$8.24K ﹤0.01% 1902
2013
Q2 		$49K Buy
+1,208
New +$47.3K ﹤0.01% 1750

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MRSH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Marsh (MRSH) stake by 43% in Q4 2019, buying an estimated $1.1M and bringing the position to 35,207 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #650.

Ladenburg Thalmann Financial Services first reported a position in MRSH in Q2 2013 and has held it in 27 quarters since. 924 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 35,207 shares of Marsh worth $3.3M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 10,543 Marsh shares in Q4 2019, an estimated $1.1M.
  • Marsh made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #650 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Marsh in Q2 2013 and has held it in 27 quarters since.
  • 924 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.