THWM
MRSH

Taylor Hoffman Wealth Management’s Marsh MRSH Stock Holding History

Taylor Hoffman Wealth 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
2020
Q3 		– Sell
-134
Closed -$14K – 261
2020
Q2 		$14K Buy
+134
New +$13.6K 0.01% 275
2020
Q1 		– Sell
-134
Closed -$15K – 272
2019
Q4 		$15K Hold
134
– – 0.01% 288
2019
Q3 		$13K Hold
134
– – 0.01% 288
2019
Q2 		$13K Hold
134
– – 0.01% 272
2019
Q1 		$13K Hold
134
– – 0.01% 273
2018
Q4 		$11K Hold
134
– – 0.01% 276
2018
Q3 		$11K Hold
134
– – 0.01% 278
2018
Q2 		$11K Hold
134
– – 0.01% 259
2018
Q1 		$11K Hold
134
– – 0.01% 269
2017
Q4 		$11K Buy
+134
New +$11.1K 0.01% 278

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return