PA
MRSH

Perennial Advisors’s Marsh MRSH Stock Holding History

Perennial 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
2021
Q3 		– Sell
-797
Closed -$112K – 198
2021
Q2 		$112K Hold
797
– – 0.03% 100
2021
Q1 		$97K Buy
797
+200
+34% +$23K 0.03% 109
2020
Q4 		$70K Buy
+597
New +$67.8K 0.02% 119
2020
Q3 		– Sell
-596
Closed -$64K – 151
2020
Q2 		$64K Buy
+596
New +$60.3K 0.03% 115
2017
Q3 		– Sell
-120
Closed -$9K – 198
2017
Q2 		$9K Buy
+120
New +$9.06K 0.01% 172
2017
Q1 		– Sell
-290
Closed -$20K – 191
2016
Q4 		$20K Buy
+290
New +$19.4K 0.02% 127

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perennial Advisors's MRSH Position: Q3 2021 in Review

Perennial Advisors sold out of Marsh (MRSH) in Q3 2021, closing a stake of 797 shares — an estimated $112K sold.

Perennial Advisors first reported a position in MRSH in Q4 2016 and held it in 6 quarters. The position peaked at $112K in Q2 2021. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

  • Perennial Advisors reported no remaining Marsh position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 797 Marsh shares in Q3 2021, an estimated $112K.
  • Perennial Advisors first reported a position in Marsh in Q4 2016 and held it in 6 quarters.
  • Perennial Advisors's Marsh position peaked at $112K in Q2 2021.
  • 1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.