RFA
MRSH

Reilly Financial Advisors’s Marsh MRSH Stock Holding History

Reilly Financial 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
Q4 		$2.55M Sell
14,675
-1,038
-7% -$172K 0.19% 83
2021
Q3 		$2.38M Sell
15,713
-890
-5% -$135K 0.2% 76
2021
Q2 		$2.34M Sell
16,603
-99
-0.6% -$13.3K 0.19% 81
2021
Q1 		$2.03M Buy
16,702
+616
+4% +$70.9K 0.18% 89
2020
Q4 		$1.88M Sell
16,086
-199
-1% -$22.6K 0.18% 89
2020
Q3 		$1.87M Sell
16,285
-1,971
-11% -$226K 0.2% 77
2020
Q2 		$1.96M Buy
18,256
+816
+5% +$82.6K 0.23% 69
2020
Q1 		$1.51M Sell
17,440
-96
-0.5% -$10.2K 0.22% 71
2019
Q4 		$1.95M Buy
17,536
+175
+1% +$18.3K 0.22% 77
2019
Q3 		$1.74M Sell
17,361
-1,335
-7% -$133K 0.21% 80
2019
Q2 		$1.86M Sell
18,696
-321
-2% -$30.7K 0.23% 82
2019
Q1 		$1.79M Sell
19,017
-677
-3% -$59.9K 0.23% 85
2018
Q4 		$1.57M Buy
19,694
+1,480
+8% +$123K 0.23% 86
2018
Q3 		$1.51M Buy
18,214
+100
+0.6% +$8.47K 0.2% 85
2018
Q2 		$1.49M Buy
18,114
+17,962
+11,817% +$1.47M 0.21% 82
2018
Q1 		$13K Buy
+152
New +$12.6K ﹤0.01% 593
2013
Q3 		– Sell
-37
Closed -$1K – 774
2013
Q2 		$1K Buy
+37
New +$1.45K ﹤0.01% 802

Other funds holding MRSH

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

Reilly Financial Advisors's MRSH Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Marsh (MRSH) stake by 6.6% in Q4 2021, selling an estimated $172K and leaving 14,675 shares worth $2.55M. The position accounts for 0.19% of the portfolio, ranked #83.

Reilly Financial Advisors first reported a position in MRSH in Q2 2013 and has held it in 17 quarters since. 1,169 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • Reilly Financial Advisors held 14,675 shares of Marsh worth $2.55M as of Q4 2021.
  • Reilly Financial Advisors sold 1,038 Marsh shares in Q4 2021, an estimated $172K.
  • Marsh made up 0.19% of Reilly Financial Advisors's portfolio in Q4 2021, its #83 holding.
  • Reilly Financial Advisors first reported a position in Marsh in Q2 2013 and has held it in 17 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.