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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Taylor Hoffman Wealth Management's MRSH Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Marsh (MRSH) in Q3 2020, closing a stake of 134 shares — an estimated $14K sold.

Taylor Hoffman Wealth Management first reported a position in MRSH in Q4 2017 and held it in 10 quarters. The position peaked at $15K in Q4 2019. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Marsh position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 134 Marsh shares in Q3 2020, an estimated $14K.
  • Taylor Hoffman Wealth Management first reported a position in Marsh in Q4 2017 and held it in 10 quarters.
  • Taylor Hoffman Wealth Management's Marsh position peaked at $15K in Q4 2019.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.