SFM
MRSH

Signature Financial Management’s Marsh MRSH Stock Holding History

Signature Financial Management’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 		– Sell
-18,353
Closed -$1.36M – 160
2017
Q1 		$1.36M Buy
18,353
+570
+3% +$40.7K 0.43% 39
2016
Q4 		$1.2M Sell
17,783
-2,368
-12% -$159K 0.45% 40
2016
Q3 		$1.35M Sell
20,151
-2,100
-9% -$141K 0.55% 32
2016
Q2 		$1.52M Hold
22,251
– – 0.71% 28
2016
Q1 		$1.35M Sell
22,251
-2,605
-10% -$146K 0.66% 34
2015
Q4 		$1.38M Hold
24,856
– – 0.67% 29
2015
Q3 		$1.3M Sell
24,856
-2,195
-8% -$123K 0.8% 27
2015
Q2 		$1.53M Hold
27,051
– – 0.99% 22
2015
Q1 		$1.52M Hold
27,051
– – 0.98% 21
2014
Q4 		$1.55M Buy
27,051
+945
+4% +$51.8K 1.08% 19
2014
Q3 		$1.37M Hold
26,106
– – 0.98% 20
2014
Q2 		$1.35M Buy
26,106
+5,354
+26% +$266K 1.03% 20
2014
Q1 		$1.02M Hold
20,752
– – 0.88% 22
2013
Q4 		$1M Sell
20,752
-322
-2% -$14.9K 0.78% 22
2013
Q3 		$918K Hold
21,074
– – 0.81% 22
2013
Q2 		$841K Buy
+21,074
New +$825K 0.57% 24

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

Signature Financial Management's MRSH Position: Q2 2017 in Review

Signature Financial Management sold out of Marsh (MRSH) in Q2 2017, closing a stake of 18,353 shares — an estimated $1.36M sold.

Signature Financial Management first reported a position in MRSH in Q2 2013 and held it in 16 quarters. The position peaked at $1.55M in Q4 2014. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • Signature Financial Management reported no remaining Marsh position as of Q2 2017 after selling out during the quarter.
  • Signature Financial Management sold 18,353 Marsh shares in Q2 2017, an estimated $1.36M.
  • Signature Financial Management first reported a position in Marsh in Q2 2013 and held it in 16 quarters.
  • Signature Financial Management's Marsh position peaked at $1.55M in Q4 2014.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Signature Financial Management's 13F filing for Q2 2017, filed 2 Aug 2017.