SFSIG
MRSH

San Francisco Sentry Investment Group’s Marsh MRSH Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		$71K Hold
504
– – 0.04% 322
2021
Q1 		$62K Sell
504
-250
-33% -$28.8K 0.03% 353
2020
Q4 		$88K Hold
754
– – 0.04% 289
2020
Q3 		$86K Hold
754
– – 0.04% 279
2020
Q2 		$81K Sell
754
-118
-14% -$11.9K 0.04% 279
2020
Q1 		$76K Sell
872
-770
-47% -$82.1K 0.05% 244
2019
Q4 		$183K Hold
1,642
– – 0.08% 212
2019
Q3 		$165K Sell
1,642
-110
-6% -$11K 0.08% 218
2019
Q2 		$175K Sell
1,752
-40
-2% -$3.83K 0.08% 214
2019
Q1 		$168K Sell
1,792
-1,530
-46% -$135K 0.07% 233
2018
Q4 		$265K Buy
3,322
+841
+34% +$70.1K 0.12% 150
2018
Q3 		$205K Buy
2,481
+57
+2% +$4.83K 0.08% 212
2018
Q2 		$198K Hold
2,424
– – 0.08% 204
2018
Q1 		$200K Sell
2,424
-70
-3% -$5.8K 0.06% 270
2017
Q4 		$203K Buy
2,494
+990
+66% +$82.3K 0.06% 260
2017
Q3 		$126K Buy
1,504
+1,475
+5,086% +$117K 0.04% 307
2017
Q2 		$2K Buy
+29
New +$2.19K ﹤0.01% 695

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 $865B AUM 30.76% 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 $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 $315B AUM 27.84% 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

San Francisco Sentry Investment Group's MRSH Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Marsh (MRSH) position steady in Q2 2021 at 504 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #322.

San Francisco Sentry Investment Group first reported a position in MRSH in Q2 2017 and has held it in 17 quarters since. The position peaked at $265K in Q4 2018. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • San Francisco Sentry Investment Group held 504 shares of Marsh worth $71K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Marsh share count unchanged in Q2 2021.
  • Marsh made up 0.04% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #322 holding.
  • San Francisco Sentry Investment Group first reported a position in Marsh in Q2 2017 and has held it in 17 quarters since.
  • San Francisco Sentry Investment Group's Marsh position peaked at $265K in Q4 2018.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.