WAM
MRSH

Wealthspire Advisors (Maryland)’s Marsh MRSH Stock Holding History

Wealthspire Advisors (Maryland)’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 		$396K Sell
3,457
-906
-21% -$104K 0.01% 310
2020
Q2 		$468K Sell
4,363
-446
-9% -$45.1K 0.03% 271
2020
Q1 		$416K Hold
4,809
– – 0.04% 261
2019
Q4 		$536K Buy
4,809
+227
+5% +$23.7K 0.04% 271
2019
Q3 		$458K Buy
4,582
+8
+0.2% +$800 0.03% 272
2019
Q2 		$456K Sell
4,574
-47
-1% -$4.5K 0.03% 267
2019
Q1 		$434K Sell
4,621
-234
-5% -$20.7K 0.03% 278
2018
Q4 		$387K Sell
4,855
-284
-6% -$23.7K 0.03% 271
2018
Q3 		$425K Sell
5,139
-154
-3% -$13K 0.04% 276
2018
Q2 		$434K Sell
5,293
-51
-1% -$4.16K 0.04% 267
2018
Q1 		$441K Sell
5,344
-538
-9% -$44.6K 0.04% 273
2017
Q4 		$479K Sell
5,882
-27
-0.5% -$2.24K 0.05% 257
2017
Q3 		$495K Buy
5,909
+171
+3% +$13.6K 0.05% 240
2017
Q2 		$447K Buy
5,738
+647
+13% +$48.9K 0.05% 248
2017
Q1 		$376K Buy
5,091
+546
+12% +$39K 0.05% 242
2016
Q4 		$307K Sell
4,545
-642
-12% -$43K 0.05% 268
2016
Q3 		$349K Sell
5,187
-576
-10% -$38.6K 0.05% 233
2016
Q2 		$395K Buy
5,763
+503
+10% +$32.3K 0.07% 202
2016
Q1 		$320K Buy
5,260
+126
+2% +$7.06K 0.06% 240
2015
Q4 		$285K Buy
+5,134
New +$283K 0.05% 268

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

Wealthspire Advisors (Maryland)'s MRSH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Marsh (MRSH) stake by 21% in Q3 2020, selling an estimated $104K and leaving 3,457 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #310.

Wealthspire Advisors (Maryland) first reported a position in MRSH in Q4 2015 and has held it in 20 quarters since. The position peaked at $536K in Q4 2019. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,457 shares of Marsh worth $396K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 906 Marsh shares in Q3 2020, an estimated $104K.
  • Marsh made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #310 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Marsh in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Marsh position peaked at $536K in Q4 2019.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.