WEC
MRSH

Winslow Evans & Crocker’s Marsh MRSH Stock Holding History

Winslow Evans & Crocker’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
Q4 		$327K Buy
2,796
+952
+52% +$108K 0.06% 250
2020
Q3 		$212K Sell
1,844
-5,019
-73% -$575K 0.05% 261
2020
Q2 		$737K Sell
6,863
-627
-8% -$63.5K 0.2% 108
2020
Q1 		$650K Buy
7,490
+162
+2% +$17.3K 0.21% 101
2019
Q4 		$818K Sell
7,328
-60
-0.8% -$6.27K 0.21% 108
2019
Q3 		$742K Sell
7,388
-24
-0.3% -$2.4K 0.21% 108
2019
Q2 		$742K Buy
7,412
+756
+11% +$72.3K 0.21% 111
2019
Q1 		$626K Buy
6,656
+468
+8% +$41.4K 0.18% 130
2018
Q4 		$496K Hold
6,188
– – 0.17% 137
2018
Q3 		$514K Hold
6,188
– – 0.16% 146
2018
Q2 		$508K Hold
6,188
– – 0.16% 138
2018
Q1 		$511K Sell
6,188
-350
-5% -$29K 0.17% 132
2017
Q4 		$532K Sell
6,538
-2,150
-25% -$179K 0.17% 129
2017
Q3 		$728K Buy
8,688
+1
+0% +$79 0.24% 98
2017
Q2 		$677K Sell
8,687
-1
-0% -$76 0.19% 126
2017
Q1 		$642K Sell
8,688
-1,000
-10% -$71.5K 0.2% 112
2016
Q4 		$655K Hold
9,688
– – 0.2% 112
2016
Q3 		$651K Hold
9,688
– – 0.19% 116
2016
Q2 		$663K Sell
9,688
-149
-2% -$9.57K 0.2% 110
2016
Q1 		$598K Sell
9,837
-2,001
-17% -$112K 0.18% 120
2015
Q4 		$656K Hold
11,838
– – 0.19% 122
2015
Q3 		$618K Hold
11,838
– – 0.19% 118
2015
Q2 		$671K Buy
11,838
+1,850
+19% +$107K 0.19% 126
2015
Q1 		$560K Hold
9,988
– – 0.16% 146
2014
Q4 		$572K Hold
9,988
– – 0.16% 140
2014
Q3 		$523K Buy
9,988
+1
+0% +$52 0.15% 166
2014
Q2 		$518K Hold
9,987
– – 0.17% 151
2014
Q1 		$492K Hold
9,987
– – 0.17% 143
2013
Q4 		$483K Buy
+9,987
New +$463K 0.17% 152

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's MRSH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Marsh (MRSH) stake by 52% in Q4 2020, buying an estimated $108K and bringing the position to 2,796 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #250.

Winslow Evans & Crocker first reported a position in MRSH in Q4 2013 and has held it in 29 quarters since. The position peaked at $818K in Q4 2019. 975 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

  • Winslow Evans & Crocker held 2,796 shares of Marsh worth $327K as of Q4 2020.
  • Winslow Evans & Crocker bought 952 Marsh shares in Q4 2020, an estimated $108K.
  • Marsh made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #250 holding.
  • Winslow Evans & Crocker first reported a position in Marsh in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Marsh position peaked at $818K in Q4 2019.
  • 975 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.