PWAG
MRSH

Polaris Wealth Advisory Group’s Marsh MRSH Stock Holding History

Polaris Wealth Advisory 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
2020
Q1 		– Sell
-107,086
Closed -$12.1M – 156
2019
Q4 		$12.1M Sell
107,086
-21,427
-17% -$2.24M 0.81% 47
2019
Q3 		$12.3M Sell
128,513
-3,877
-3% -$388K 1.01% 34
2019
Q2 		$13.3M Sell
132,390
-4,337
-3% -$415K 1.01% 39
2019
Q1 		$13M Sell
136,727
-12,524
-8% -$1.11M 0.97% 44
2018
Q4 		$11.9M Sell
149,251
-4,217
-3% -$352K 1.12% 39
2018
Q3 		$12.7M Buy
153,468
+14,261
+10% +$1.21M 0.88% 53
2018
Q2 		$11.5M Hold
139,207
– – 0.97% 48
2018
Q1 		$11.5M Buy
139,207
+18,465
+15% +$1.53M 0.94% 48
2017
Q4 		$9.83M Buy
120,742
+9,123
+8% +$758K 0.81% 53
2017
Q3 		$9.36M Buy
111,619
+3,129
+3% +$248K 0.82% 53
2017
Q2 		$8.46M Buy
108,490
+2,950
+3% +$223K 0.96% 44
2017
Q1 		$7.8M Buy
105,540
+7,019
+7% +$502K 0.85% 51
2016
Q4 		$6.66M Buy
98,521
+7,187
+8% +$482K 0.77% 51
2016
Q3 		$6.14M Buy
+91,334
New +$6.12M 0.73% 50

Other funds holding MRSH

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return