MRA
MRSH

Mountain Road Advisors’s Marsh MRSH Stock Holding History

Mountain Road Advisors’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
Q3 		$1.17M Sell
10,000
-10,000
-50% -$1.15M 1.03% 16
2020
Q2 		$2.15M Buy
+20,000
New +$2.02M 2.05% 12

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mountain Road Advisors's MRSH Position: Q3 2020 in Review

Mountain Road Advisors reduced its Marsh (MRSH) stake by 50% in Q3 2020, selling an estimated $1.15M and leaving 10,000 shares worth $1.17M. The position accounts for 1.03% of the portfolio, ranked #16.

Mountain Road Advisors first reported a position in MRSH in Q2 2020 and has held it in 2 quarters since. The position peaked at $2.15M in Q2 2020. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Mountain Road Advisors held 10,000 shares of Marsh worth $1.17M as of Q3 2020.
  • Mountain Road Advisors sold 10,000 Marsh shares in Q3 2020, an estimated $1.15M.
  • Marsh made up 1.03% of Mountain Road Advisors's portfolio in Q3 2020, its #16 holding.
  • Mountain Road Advisors first reported a position in Marsh in Q2 2020 and has held it in 2 quarters since.
  • Mountain Road Advisors's Marsh position peaked at $2.15M in Q2 2020.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.