RMA
MRSH icon

Roffman Miller Associates’s Marsh MRSH Stock Holding History

Roffman Miller Associates’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 		– Sell
-1,871
Closed -$201K – 117
2020
Q2 		$201K Buy
+1,871
New +$189K 0.02% 144

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 $3.38T AUM 44.17% 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

Roffman Miller Associates's MRSH Position: Q3 2020 in Review

Roffman Miller Associates sold out of Marsh (MRSH) in Q3 2020, closing a stake of 1,871 shares — an estimated $201K sold.

Roffman Miller Associates first reported a position in MRSH in Q2 2020 and held it in 1 quarter. The position peaked at $201K in Q2 2020. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Roffman Miller Associates reported no remaining Marsh position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 1,871 Marsh shares in Q3 2020, an estimated $201K.
  • Roffman Miller Associates first reported a position in Marsh in Q2 2020 and held it in 1 quarter.
  • Roffman Miller Associates's Marsh position peaked at $201K in Q2 2020.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.