PWAG
MRSH icon

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 $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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's MRSH Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Marsh (MRSH) in Q1 2020, closing a stake of 107,086 shares — an estimated $12.1M sold.

Polaris Wealth Advisory Group first reported a position in MRSH in Q3 2016 and held it in 14 quarters. The position peaked at $13.3M in Q2 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 107,086 Marsh shares in Q1 2020, an estimated $12.1M.
  • Polaris Wealth Advisory Group first reported a position in Marsh in Q3 2016 and held it in 14 quarters.
  • Polaris Wealth Advisory Group's Marsh position peaked at $13.3M in Q2 2019.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.