MWAC
MRSH

Mariner Wealth Advisors (Cincinnati)’s Marsh MRSH Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$24.8M Buy
300,173
+10,171
+4% +$862K 1.37% 22
2018
Q2 		$23.8M Buy
290,002
+3,813
+1% +$311K 1.41% 19
2018
Q1 		$23.6M Buy
286,189
+7,065
+3% +$585K 1.45% 17
2017
Q4 		$22.7M Buy
279,124
+2,171
+0.8% +$180K 1.37% 21
2017
Q3 		$23.2M Buy
276,953
+4,945
+2% +$392K 1.5% 20
2017
Q2 		$21.2M Buy
272,008
+3,001
+1% +$227K 1.47% 21
2017
Q1 		$19.9M Sell
269,007
-43,403
-14% -$3.1M 1.43% 20
2016
Q4 		$21.1M Sell
312,410
-1,758
-0.6% -$118K 1.65% 12
2016
Q3 		$21.1M Buy
314,168
+85
+0% +$5.69K 1.8% 12
2016
Q2 		$21.5M Buy
314,083
+4,202
+1% +$270K 1.93% 11
2016
Q1 		$18.8M Buy
309,881
+5,200
+2% +$291K 1.85% 14
2015
Q4 		$16.9M Buy
+304,681
New +$16.8M 1.65% 18
2015
Q1 		$16.5M Buy
293,406
+12,435
+4% +$701K 2.31% 13
2014
Q4 		$16.1M Buy
280,971
+4,700
+2% +$258K 2.33% 18
2014
Q3 		$14.5M Sell
276,271
-1,418
-0.5% -$73.9K 2.32% 16
2014
Q2 		$14.4M Buy
277,689
+5,889
+2% +$293K 2.27% 18
2014
Q1 		$13.4M Buy
271,800
+9,939
+4% +$476K 2.17% 18
2013
Q4 		$12.7M Sell
261,861
-79
-0% -$3.66K 2.09% 18
2013
Q3 		$11.4M Buy
261,940
+3,694
+1% +$155K 2.11% 19
2013
Q2 		$10.3M Buy
+258,246
New +$10.1M 2.04% 22

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Mariner Wealth Advisors (Cincinnati)'s MRSH Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Marsh (MRSH) stake by 3.5% in Q3 2018, buying an estimated $862K and bringing the position to 300,173 shares worth $24.8M. The position accounts for 1.37% of the portfolio, ranked #22.

Mariner Wealth Advisors (Cincinnati) first reported a position in MRSH in Q2 2013 and has held it in 20 quarters since. 797 funds tracked by Wall St. Rank hold MRSH as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 300,173 shares of Marsh worth $24.8M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 10,171 Marsh shares in Q3 2018, an estimated $862K.
  • Marsh made up 1.37% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #22 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Marsh in Q2 2013 and has held it in 20 quarters since.
  • 797 funds tracked by Wall St. Rank held Marsh as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.