SFG
MRSH

SevenBridge Financial Group’s Marsh MRSH Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-20
Closed -$2K – 410
2019
Q2 		$2K Hold
20
– – ﹤0.01% 592
2019
Q1 		$2K Hold
20
– – ﹤0.01% 561
2018
Q4 		$2K Hold
20
– – ﹤0.01% 522
2018
Q3 		$2K Hold
20
– – ﹤0.01% 556
2018
Q2 		$2K Buy
+20
New +$1.63K ﹤0.01% 560

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SevenBridge Financial Group's MRSH Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Marsh (MRSH) in Q3 2019, closing a stake of 20 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in MRSH in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 835 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Marsh position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 20 Marsh shares in Q3 2019, an estimated $2K.
  • SevenBridge Financial Group first reported a position in Marsh in Q2 2018 and held it in 5 quarters.
  • SevenBridge Financial Group's Marsh position peaked at $2K in Q2 2019.
  • 835 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.