SL
MRSH

Stevard LLC’s Marsh MRSH Stock Holding History

Stevard LLC’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
Q1 		– Sell
-2,733
Closed -$320K – 60
2020
Q4 		$320K Sell
2,733
-2,544
-48% -$289K 0.11% 59
2020
Q3 		$605K Hold
5,277
– – 0.25% 59
2020
Q2 		$567K Buy
5,277
+2,544
+93% +$258K 0.29% 52
2020
Q1 		$236K Hold
2,733
– – 0.15% 52
2019
Q4 		$304K Buy
+2,733
New +$285K 0.19% 53

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stevard LLC's MRSH Position: Q1 2021 in Review

Stevard LLC sold out of Marsh (MRSH) in Q1 2021, closing a stake of 2,733 shares — an estimated $320K sold.

Stevard LLC first reported a position in MRSH in Q4 2019 and held it in 5 quarters. The position peaked at $605K in Q3 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Stevard LLC reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Stevard LLC sold 2,733 Marsh shares in Q1 2021, an estimated $320K.
  • Stevard LLC first reported a position in Marsh in Q4 2019 and held it in 5 quarters.
  • Stevard LLC's Marsh position peaked at $605K in Q3 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Stevard LLC's 13F filing for Q1 2021, filed 13 Aug 2021.