OFW
MRSH

Omnia Family Wealth’s Marsh MRSH Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-44
Closed -$4K – 354
2019
Q1 		$4K Buy
44
+19
+76% +$1.68K ﹤0.01% 347
2018
Q4 		$2K Hold
25
– – ﹤0.01% 422
2018
Q3 		$2K Sell
25
-49
-66% -$4.15K ﹤0.01% 465
2018
Q2 		$6K Hold
74
– – ﹤0.01% 297
2018
Q1 		$6K Sell
74
-97
-57% -$8.04K ﹤0.01% 293
2017
Q4 		$14K Buy
171
+97
+131% +$8.06K 0.01% 261
2017
Q3 		$6K Sell
74
-49
-40% -$3.88K ﹤0.01% 321
2017
Q2 		$10K Buy
123
+49
+66% +$3.7K ﹤0.01% 280
2017
Q1 		$5K Hold
74
– – ﹤0.01% 389
2016
Q4 		$5K Buy
+74
New +$4.96K ﹤0.01% 382

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Omnia Family Wealth's MRSH Position: Q2 2019 in Review

Omnia Family Wealth sold out of Marsh (MRSH) in Q2 2019, closing a stake of 44 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in MRSH in Q4 2016 and held it in 10 quarters. The position peaked at $14K in Q4 2017. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

  • Omnia Family Wealth reported no remaining Marsh position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 44 Marsh shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Marsh in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Marsh position peaked at $14K in Q4 2017.
  • 845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.