NFG
MRSH

Next Financial Group’s Marsh MRSH Stock Holding History

Next 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
Q4 		$190K Buy
1,094
+591
+117% +$98.2K 0.01% 917
2021
Q3 		$76K Buy
503
+324
+181% +$49K 0.01% 1238
2021
Q2 		$26K Sell
179
-6
-3% -$804 ﹤0.01% 1655
2021
Q1 		$23K Buy
185
+1
+0.5% +$115 ﹤0.01% 1590
2020
Q4 		$22K Buy
184
+103
+127% +$11.7K ﹤0.01% 1512
2020
Q3 		$9K Buy
+81
New +$9.28K ﹤0.01% 1663
2020
Q2 		– Sell
-792
Closed -$68K – 1375
2020
Q1 		$68K Buy
792
+676
+583% +$72.1K 0.01% 884
2019
Q4 		$13K Sell
116
-10
-8% -$1.04K ﹤0.01% 1679
2019
Q3 		$13K Buy
126
+20
+19% +$2K ﹤0.01% 1612
2019
Q2 		$11K Sell
106
-457
-81% -$43.7K ﹤0.01% 1656
2019
Q1 		$53K Buy
563
+245
+77% +$21.7K 0.01% 714
2018
Q4 		$25K Sell
318
-528
-62% -$44K 0.01% 1023
2018
Q3 		$70K Buy
+846
New +$71.7K 0.03% 464
2017
Q4 		– Sell
-836
Closed -$70K – 950
2017
Q3 		$70K Buy
836
+806
+2,687% +$63.9K 0.02% 601
2017
Q2 		$2K Hold
30
– – ﹤0.01% 1739
2017
Q1 		$2K Sell
30
-828
-97% -$59.2K ﹤0.01% 1710
2016
Q4 		$58K Sell
858
-17
-2% -$1.14K 0.01% 897
2016
Q3 		$59K Buy
875
+844
+2,723% +$56.5K 0.01% 878
2016
Q2 		$2K Hold
31
– – ﹤0.01% 1596
2016
Q1 		$1K Hold
31
– – ﹤0.01% 1645
2015
Q4 		$1K Hold
31
– – ﹤0.01% 1695
2015
Q3 		$1K Hold
31
– – ﹤0.01% 1728
2015
Q2 		$1K Buy
31
+1
+3% +$58 ﹤0.01% 1772
2015
Q1 		$1K Hold
30
– – ﹤0.01% 1780
2014
Q4 		$2K Sell
30
-704
-96% -$38.6K ﹤0.01% 1728
2014
Q3 		$38K Buy
+734
New +$38.3K 0.01% 1085

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's MRSH Position: Q4 2021 in Review

Next Financial Group increased its Marsh (MRSH) stake by 117% in Q4 2021, buying an estimated $98.2K and bringing the position to 1,094 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #917.

Next Financial Group first reported a position in MRSH in Q3 2014 and has held it in 26 quarters since. 1,168 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • Next Financial Group held 1,094 shares of Marsh worth $190K as of Q4 2021.
  • Next Financial Group bought 591 Marsh shares in Q4 2021, an estimated $98.2K.
  • Marsh made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #917 holding.
  • Next Financial Group first reported a position in Marsh in Q3 2014 and has held it in 26 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.