MIAS
MRSH

Mason Investment Advisory Services’s Marsh MRSH Stock Holding History

Mason Investment Advisory 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
2021
Q1 		– Sell
-8,367
Closed -$979K – 88
2020
Q4 		$979K Sell
8,367
-20
-0.2% -$2.27K 0.12% 42
2020
Q3 		$962K Hold
8,387
– – 0.14% 36
2020
Q2 		$901K Buy
8,387
+2,204
+36% +$223K 0.13% 37
2020
Q1 		$535K Buy
+6,183
New +$659K 0.09% 59

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mason Investment Advisory Services's MRSH Position: Q1 2021 in Review

Mason Investment Advisory Services sold out of Marsh (MRSH) in Q1 2021, closing a stake of 8,367 shares — an estimated $979K sold.

Mason Investment Advisory Services first reported a position in MRSH in Q1 2020 and held it in 4 quarters. The position peaked at $979K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Mason Investment Advisory Services reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Mason Investment Advisory Services sold 8,367 Marsh shares in Q1 2021, an estimated $979K.
  • Mason Investment Advisory Services first reported a position in Marsh in Q1 2020 and held it in 4 quarters.
  • Mason Investment Advisory Services's Marsh position peaked at $979K in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Mason Investment Advisory Services's 13F filing for Q1 2021, filed 6 Aug 2024.