OWD
MRSH

Osborn Williams & Donohoe’s Marsh MRSH Stock Holding History

Osborn Williams & Donohoe’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
Q1 		$251K Hold
2,906
– – 0.03% 235
2019
Q4 		$324K Sell
2,906
-150
-5% -$15.7K 0.03% 263
2019
Q3 		$306K Buy
3,056
+966
+46% +$96.6K 0.03% 268
2019
Q2 		$208K Sell
2,090
-100
-5% -$9.57K 0.02% 308
2019
Q1 		$205K Buy
+2,190
New +$194K 0.02% 334

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Osborn Williams & Donohoe's MRSH Position: Q1 2020 in Review

Osborn Williams & Donohoe held its Marsh (MRSH) position steady in Q1 2020 at 2,906 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #235.

Osborn Williams & Donohoe first reported a position in MRSH in Q1 2019 and has held it in 5 quarters since. The position peaked at $324K in Q4 2019. 880 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Osborn Williams & Donohoe held 2,906 shares of Marsh worth $251K as of Q1 2020.
  • Osborn Williams & Donohoe left its Marsh share count unchanged in Q1 2020.
  • Marsh made up 0.03% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #235 holding.
  • Osborn Williams & Donohoe first reported a position in Marsh in Q1 2019 and has held it in 5 quarters since.
  • Osborn Williams & Donohoe's Marsh position peaked at $324K in Q4 2019.
  • 880 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.