RA
MRSH

Rational Advisors’s Marsh MRSH Stock Holding History

Rational 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
2020
Q4 		– Sell
-73
Closed -$8K – 460
2020
Q3 		$8K Buy
73
+5
+7% +$573 ﹤0.01% 313
2020
Q2 		$7K Sell
68
-1,490
-96% -$151K ﹤0.01% 397
2020
Q1 		$135K Sell
1,558
-18,151
-92% -$1.94M 0.1% 137
2019
Q4 		$2.2M Buy
19,709
+19,105
+3,163% +$2M 1.03% 14
2019
Q3 		$60K Sell
604
-165
-21% -$16.5K 0.02% 338
2019
Q2 		$77K Buy
769
+691
+886% +$66.1K 0.03% 302
2019
Q1 		$7K Sell
78
-942
-92% -$83.3K ﹤0.01% 441
2018
Q4 		$81K Buy
1,020
+916
+881% +$76.4K 0.03% 246
2018
Q3 		$9K Sell
104
-2,691
-96% -$228K ﹤0.01% 404
2018
Q2 		$229K Sell
2,795
-61
-2% -$4.98K 0.11% 182
2018
Q1 		$236K Buy
2,856
+277
+11% +$22.9K 0.11% 203
2017
Q4 		$210K Hold
2,579
– – 0.11% 188
2017
Q3 		$216K Hold
2,579
– – 0.12% 202
2017
Q2 		$201K Hold
2,579
– – 0.13% 187
2017
Q1 		$191K Buy
2,579
+322
+14% +$23K 0.13% 169
2016
Q4 		$155K Sell
2,257
-220
-9% -$14.7K 0.15% 139
2016
Q3 		$167K Sell
2,477
-8,923
-78% -$598K 0.11% 139
2016
Q2 		$780K Buy
+11,400
New +$732K 0.54% 41
2015
Q3 		$109K Buy
2,086
+300
+17% +$16.8K 0.04% 207
2015
Q2 		$101K Sell
1,786
-200
-10% -$11.6K 0.03% 217
2015
Q1 		$111K Sell
1,986
-324
-14% -$18.3K 0.03% 222
2014
Q4 		$132K Buy
+2,310
New +$127K 0.03% 249
2013
Q4 		$22K Sell
465
-31
-6% -$1.44K ﹤0.01% 727
2013
Q3 		$22K Hold
496
– – ﹤0.01% 747
2013
Q2 		$20K Buy
+496
New +$19.4K ﹤0.01% 755

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's MRSH Position: Q4 2020 in Review

Rational Advisors sold out of Marsh (MRSH) in Q4 2020, closing a stake of 73 shares — an estimated $8K sold.

Rational Advisors first reported a position in MRSH in Q2 2013 and held it in 25 quarters. The position peaked at $2.2M in Q4 2019. 976 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

  • Rational Advisors reported no remaining Marsh position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 73 Marsh shares in Q4 2020, an estimated $8K.
  • Rational Advisors first reported a position in Marsh in Q2 2013 and held it in 25 quarters.
  • Rational Advisors's Marsh position peaked at $2.2M in Q4 2019.
  • 976 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.