UR
MRSH

USCA RIA’s Marsh MRSH Stock Holding History

USCA RIA’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
2019
Q1 		– Sell
-2,755
Closed -$220K – 451
2018
Q4 		$220K Hold
2,755
– – 0.03% 376
2018
Q3 		$228K Buy
2,755
+165
+6% +$14K 0.02% 430
2018
Q2 		$212K Sell
2,590
-45,340
-95% -$3.7M 0.02% 422
2018
Q1 		$3.96M Buy
47,930
+36,333
+313% +$3.01M 0.44% 63
2017
Q4 		$944K Sell
11,597
-36,447
-76% -$3.03M 0.1% 213
2017
Q3 		$3.75M Hold
48,044
– – 0.48% 56
2017
Q2 		$3.75M Buy
48,044
+36,256
+308% +$2.74M 0.48% 57
2017
Q1 		$871K Hold
11,788
– – 0.13% 194
2016
Q4 		$797K Hold
11,788
– – 0.12% 191
2016
Q3 		$793K Hold
11,788
– – 0.13% 186
2016
Q2 		$807K Sell
11,788
-13,565
-54% -$871K 0.14% 176
2016
Q1 		$1.54M Buy
+25,353
New +$1.42M 0.28% 100
2015
Q4 		– Sell
-21,542
Closed -$1.13M – 382
2015
Q3 		$1.13M Buy
21,542
+557
+3% +$31.1K 0.28% 102
2015
Q2 		$1.19M Buy
+20,985
New +$1.21M 0.32% 88

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

USCA RIA's MRSH Position: Q1 2019 in Review

USCA RIA sold out of Marsh (MRSH) in Q1 2019, closing a stake of 2,755 shares — an estimated $220K sold.

USCA RIA first reported a position in MRSH in Q2 2015 and held it in 14 quarters. The position peaked at $3.96M in Q1 2018. 835 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

  • USCA RIA reported no remaining Marsh position as of Q1 2019 after selling out during the quarter.
  • USCA RIA sold 2,755 Marsh shares in Q1 2019, an estimated $220K.
  • USCA RIA first reported a position in Marsh in Q2 2015 and held it in 14 quarters.
  • USCA RIA's Marsh position peaked at $3.96M in Q1 2018.
  • 835 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on USCA RIA's 13F filing for Q1 2019, filed 13 May 2019.