Nichols Asset Management’s Marsh MRSH Stock Holding History

Nichols Asset Management’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
2016 Q4	$1.6M	Hold	23,610	–	–	3.13%	7
2016 Q3	$1.59M	Buy	23,610 +1,010	+4%	+$67.7K	2.97%	7
2016 Q2	$1.55M	Hold	22,600	–	–	3.14%	7
2016 Q1	$1.37M	Hold	22,600	–	–	0.3%	53
2015 Q4	$1.25M	Hold	22,600	–	–	0.27%	52
2015 Q3	$1.18M	Hold	22,600	–	–	0.26%	55
2015 Q2	$1.28M	Hold	22,600	–	–	0.23%	62
2015 Q1	$1.27M	Hold	22,600	–	–	0.22%	63
2014 Q4	$1.29M	Sell	22,600 -12,970	-36%	-$711K	0.25%	63
2014 Q3	$1.86M	Hold	35,570	–	–	0.38%	61
2014 Q2	$1.84M	Hold	35,570	–	–	0.37%	61
2014 Q1	$1.75M	Hold	35,570	–	–	0.39%	65
2013 Q4	$1.72M	Sell	35,570 -775	-2%	-$35.9K	0.36%	64
2013 Q3	$1.58M	Hold	36,345	–	–	0.44%	64
2013 Q2	$1.45M	Buy	+36,345	New	+$1.42M	0.44%	62

Other funds holding MRSH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Nichols Asset Management's MRSH Position: Q4 2016 in Review

Nichols Asset Management held its Marsh (MRSH) position steady in Q4 2016 at 23,610 shares worth $1.6M. The position accounts for 3.13% of the portfolio, ranked #7.

Nichols Asset Management first reported a position in MRSH in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.86M in Q3 2014. 729 funds tracked by Wall St. Rank hold MRSH as of Q4 2016.

Nichols Asset Management held 23,610 shares of Marsh worth $1.6M as of Q4 2016.
Nichols Asset Management left its Marsh share count unchanged in Q4 2016.
Marsh made up 3.13% of Nichols Asset Management's portfolio in Q4 2016, its #7 holding.
Nichols Asset Management first reported a position in Marsh in Q2 2013 and has held it in 15 quarters since.
Nichols Asset Management's Marsh position peaked at $1.86M in Q3 2014.
729 funds tracked by Wall St. Rank held Marsh as of Q4 2016.

Based on Nichols Asset Management's 13F filing for Q4 2016, filed 10 Feb 2017.