Linscomb Wealth’s Marsh MRSH Stock Holding History

Linscomb Wealth’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
2020 Q2	–	Sell	-9,175	Closed	-$793K	–	347
2020 Q1	$793K	Sell	9,175 -2,060	-18%	-$220K	0.07%	173
2019 Q4	$1.25M	Buy	+11,235	New	+$1.17M	0.08%	170

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Linscomb Wealth's MRSH Position: Q2 2020 in Review

Linscomb Wealth sold out of Marsh (MRSH) in Q2 2020, closing a stake of 9,175 shares — an estimated $793K sold.

Linscomb Wealth first reported a position in MRSH in Q4 2019 and held it in 2 quarters. The position peaked at $1.25M in Q4 2019. 911 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

Linscomb Wealth reported no remaining Marsh position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 9,175 Marsh shares in Q2 2020, an estimated $793K.
Linscomb Wealth first reported a position in Marsh in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Marsh position peaked at $1.25M in Q4 2019.
911 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.