MWP
MRSH

Moller Wealth Partners’s Marsh MRSH Stock Holding History

Moller Wealth Partners’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
-11,700
Closed -$1.37M – 52
2020
Q4 		$1.37M Buy
+11,700
New +$1.33M 0.57% 28
2019
Q1 		– Sell
-11,700
Closed -$953K – 63
2018
Q4 		$953K Buy
+11,700
New +$975K 0.62% 26
2014
Q4 		– Sell
-11,700
Closed -$612K – 49
2014
Q3 		$612K Hold
11,700
– – 0.29% 36
2014
Q2 		$606K Hold
11,700
– – 0.28% 36
2014
Q1 		$577K Hold
11,700
– – 0.29% 35
2013
Q4 		$566K Hold
11,700
– – 0.3% 35
2013
Q3 		$510K Hold
11,700
– – 0.32% 35
2013
Q2 		$467K Buy
+11,700
New +$458K 0.34% 36

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

Moller Wealth Partners's MRSH Position: Q1 2021 in Review

Moller Wealth Partners sold out of Marsh (MRSH) in Q1 2021, closing a stake of 11,700 shares — an estimated $1.37M sold.

Moller Wealth Partners first reported a position in MRSH in Q2 2013 and held it in 8 quarters. The position peaked at $1.37M in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Moller Wealth Partners reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Moller Wealth Partners sold 11,700 Marsh shares in Q1 2021, an estimated $1.37M.
  • Moller Wealth Partners first reported a position in Marsh in Q2 2013 and held it in 8 quarters.
  • Moller Wealth Partners's Marsh position peaked at $1.37M in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Moller Wealth Partners's 13F filing for Q1 2021, filed 19 Apr 2021.