AP
MRSH

Adero Partners’s Marsh MRSH Stock Holding History

Adero Partners’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
2025
Q1 		$699K Buy
2,864
+56
+2% +$12.7K 0.05% 105
2024
Q4 		$596K Buy
2,808
+87
+3% +$19.3K 0.04% 113
2024
Q3 		$607K Buy
2,721
+60
+2% +$13.3K 0.04% 111
2024
Q2 		$561K Buy
2,661
+334
+14% +$68.6K 0.04% 110
2024
Q1 		$479K Buy
2,327
+1,035
+80% +$206K 0.04% 117
2023
Q4 		$245K Buy
1,292
+25
+2% +$4.83K 0.02% 164
2023
Q3 		$241K Sell
1,267
-2
-0.2% -$383 0.02% 155
2023
Q2 		$239K Hold
1,269
– – 0.02% 144
2023
Q1 		$211K Buy
+1,269
New +$211K 0.02% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Adero Partners's MRSH Position: Q1 2025 in Review

Adero Partners increased its Marsh (MRSH) stake by 2% in Q1 2025, buying an estimated $12.7K and bringing the position to 2,864 shares worth $699K. The position accounts for 0.05% of the portfolio, ranked #105.

Adero Partners first reported a position in MRSH in Q1 2023 and has held it in 9 quarters since. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Adero Partners held 2,864 shares of Marsh worth $699K as of Q1 2025.
  • Adero Partners bought 56 Marsh shares in Q1 2025, an estimated $12.7K.
  • Marsh made up 0.05% of Adero Partners's portfolio in Q1 2025, its #105 holding.
  • Adero Partners first reported a position in Marsh in Q1 2023 and has held it in 9 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.