Tradition Asset Management’s Marsh MRSH Stock Holding History

Tradition Asset 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 Q2	$5.09M	Buy	47,433 +75	+0.2%	+$7.59K	1.46%	20
2020 Q1	$4.09M	Sell	47,358 -1,285	-3%	-$137K	1.37%	21
2019 Q4	$5.42M	Sell	48,643 -1,620	-3%	-$169K	1.32%	20
2019 Q3	$5.03M	Buy	50,263 +135	+0.3%	+$13.5K	1.3%	19
2019 Q2	$5M	Buy	+50,128	New	+$4.8M	1.3%	20

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Asset Management's MRSH Position: Q2 2020 in Review

Tradition Asset Management increased its Marsh (MRSH) stake by 0.16% in Q2 2020, buying an estimated $7.59K and bringing the position to 47,433 shares worth $5.09M. The position accounts for 1.46% of the portfolio, ranked #20.

Tradition Asset Management first reported a position in MRSH in Q2 2019 and has held it in 5 quarters since. The position peaked at $5.42M in Q4 2019. 910 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

Tradition Asset Management held 47,433 shares of Marsh worth $5.09M as of Q2 2020.
Tradition Asset Management bought 75 Marsh shares in Q2 2020, an estimated $7.59K.
Marsh made up 1.46% of Tradition Asset Management's portfolio in Q2 2020, its #20 holding.
Tradition Asset Management first reported a position in Marsh in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Marsh position peaked at $5.42M in Q4 2019.
910 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.