MFG
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Magnus Financial Group’s Marsh MRSH Stock Holding History

Magnus Financial 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
Q1 		– Sell
-1,840
Closed -$215K – 313
2020
Q4 		$215K Buy
+1,840
New +$209K 0.02% 289
2020
Q3 		– Sell
-2,393
Closed -$257K – 503
2020
Q2 		$257K Buy
+2,393
New +$242K 0.03% 440
2020
Q1 		– Sell
-1,801
Closed -$201K – 635
2019
Q4 		$201K Buy
+1,801
New +$188K 0.03% 503

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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

Magnus Financial Group's MRSH Position: Q1 2021 in Review

Magnus Financial Group sold out of Marsh (MRSH) in Q1 2021, closing a stake of 1,840 shares — an estimated $215K sold.

Magnus Financial Group first reported a position in MRSH in Q4 2019 and held it in 3 quarters. The position peaked at $257K in Q2 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Magnus Financial Group reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 1,840 Marsh shares in Q1 2021, an estimated $215K.
  • Magnus Financial Group first reported a position in Marsh in Q4 2019 and held it in 3 quarters.
  • Magnus Financial Group's Marsh position peaked at $257K in Q2 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.