QCMC
MRSH

Quantum Capital Management (California)’s Marsh MRSH Stock Holding History

Quantum Capital Management (California)’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
Q3 		$887K Buy
7,740
+187
+2% +$21.4K 0.99% 28
2020
Q2 		$811K Buy
+7,553
New +$765K 0.47% 57
2015
Q2 		– Sell
-58,235
Closed -$3.19M – 173
2015
Q1 		$3.19M Buy
58,235
+10,819
+23% +$610K 0.7% 50
2014
Q4 		$2.71M Sell
47,416
-35,020
-42% -$1.92M 0.62% 46
2014
Q3 		$4.32M Sell
82,436
-15,223
-16% -$794K 0.85% 49
2014
Q2 		$5.06M Buy
97,659
+888
+0.9% +$44.1K 0.87% 46
2014
Q1 		$4.77M Buy
96,771
+75,219
+349% +$3.6M 0.78% 50
2013
Q4 		$1.04M Buy
21,552
+27
+0.1% +$1.25K 0.18% 104
2013
Q3 		$937K Sell
21,525
-321
-1% -$13.5K 0.18% 103
2013
Q2 		$872K Buy
+21,846
New +$855K 0.18% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quantum Capital Management (California)'s MRSH Position: Q3 2020 in Review

Quantum Capital Management (California) increased its Marsh (MRSH) stake by 2.5% in Q3 2020, buying an estimated $21.4K and bringing the position to 7,740 shares worth $887K. The position accounts for 0.99% of the portfolio, ranked #28.

Quantum Capital Management (California) first reported a position in MRSH in Q2 2013 and has held it in 10 quarters since. The position peaked at $5.06M in Q2 2014. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Quantum Capital Management (California) held 7,740 shares of Marsh worth $887K as of Q3 2020.
  • Quantum Capital Management (California) bought 187 Marsh shares in Q3 2020, an estimated $21.4K.
  • Marsh made up 0.99% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #28 holding.
  • Quantum Capital Management (California) first reported a position in Marsh in Q2 2013 and has held it in 10 quarters since.
  • Quantum Capital Management (California)'s Marsh position peaked at $5.06M in Q2 2014.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.