RBC
MRSH

Ronald Blue & Co’s Marsh MRSH Stock Holding History

Ronald Blue & Co’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
2017
Q2 		$541K Sell
6,944
-266
-4% -$20.1K 0.02% 115
2017
Q1 		$533K Sell
7,210
-1,287
-15% -$92K 0.02% 113
2016
Q4 		$574K Hold
8,497
– – 0.02% 103
2016
Q3 		$571K Hold
8,497
– – 0.02% 100
2016
Q2 		$582K Hold
8,497
– – 0.03% 101
2016
Q1 		$517K Sell
8,497
-149
-2% -$8.34K 0.03% 92
2015
Q4 		$479K Sell
8,646
-3,365
-28% -$185K 0.03% 98
2015
Q3 		$628K Sell
12,011
-7,442
-38% -$416K 0.03% 112
2015
Q2 		$1.1M Sell
19,453
-53
-0.3% -$3.06K 0.05% 75
2015
Q1 		$1.09M Sell
19,506
-16
-0.1% -$902 0.05% 79
2014
Q4 		$1.12M Sell
19,522
-25
-0.1% -$1.37K 0.05% 80
2014
Q3 		$1.02M Buy
19,547
+2,113
+12% +$110K 0.07% 72
2014
Q2 		$904K Buy
17,434
+9,405
+117% +$467K 0.06% 86
2014
Q1 		$396K Buy
8,029
+190
+2% +$9.1K 0.03% 176
2013
Q4 		$379K Buy
7,839
+209
+3% +$9.69K 0.03% 179
2013
Q3 		$332K Buy
7,630
+737
+11% +$31K 0.03% 181
2013
Q2 		$275K Buy
+6,893
New +$270K 0.02% 104

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ronald Blue & Co's MRSH Position: Q2 2017 in Review

Ronald Blue & Co reduced its Marsh (MRSH) stake by 3.7% in Q2 2017, selling an estimated $20.1K and leaving 6,944 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #115.

Ronald Blue & Co first reported a position in MRSH in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.12M in Q4 2014. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • Ronald Blue & Co held 6,944 shares of Marsh worth $541K as of Q2 2017.
  • Ronald Blue & Co sold 266 Marsh shares in Q2 2017, an estimated $20.1K.
  • Marsh made up 0.02% of Ronald Blue & Co's portfolio in Q2 2017, its #115 holding.
  • Ronald Blue & Co first reported a position in Marsh in Q2 2013 and has held it in 17 quarters since.
  • Ronald Blue & Co's Marsh position peaked at $1.12M in Q4 2014.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.