SBSB
MRSH

Sullivan, Bruyette, Speros & Blaney’s Marsh MRSH Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$135K Sell
1,108
-109
-9% -$12.6K 0.01% 369
2020
Q4 		$142K Buy
1,217
+13
+1% +$1.48K 0.01% 333
2020
Q3 		$138K Hold
1,204
– – 0.01% 296
2020
Q2 		$129K Sell
1,204
-75
-6% -$7.59K 0.01% 289
2020
Q1 		$111K Hold
1,279
– – 0.01% 285
2019
Q4 		$142K Buy
1,279
+65
+5% +$6.79K 0.01% 296
2019
Q3 		$121K Buy
+1,214
New +$121K 0.01% 304

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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 $298B AUM 21.96% 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

Sullivan, Bruyette, Speros & Blaney's MRSH Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Marsh (MRSH) stake by 9% in Q1 2021, selling an estimated $12.6K and leaving 1,108 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #369.

Sullivan, Bruyette, Speros & Blaney first reported a position in MRSH in Q3 2019 and has held it in 7 quarters since. The position peaked at $142K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 1,108 shares of Marsh worth $135K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 109 Marsh shares in Q1 2021, an estimated $12.6K.
  • Marsh made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #369 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Marsh in Q3 2019 and has held it in 7 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Marsh position peaked at $142K in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.