AG
MRSH

Algert Global’s Marsh MRSH Stock Holding History

Algert Global’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
Q3 		– Sell
-16,113
Closed -$3.52M – 1264
2025
Q2 		$3.52M Sell
16,113
-1,879
-10% -$424K 0.07% 445
2025
Q1 		$4.39M Buy
17,992
+3,148
+21% +$714K 0.11% 318
2024
Q4 		$3.15M Sell
14,844
-185
-1% -$41K 0.07% 445
2024
Q3 		$3.35M Buy
+15,029
New +$3.34M 0.09% 389
2023
Q3 		– Sell
-5,748
Closed -$1.08M – 1199
2023
Q2 		$1.08M Buy
+5,748
New +$1.02M 0.05% 634
2021
Q4 		– Sell
-3,741
Closed -$566K – 1053
2021
Q3 		$566K Buy
+3,741
New +$566K 0.08% 489

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Algert Global's MRSH Position: Q3 2025 in Review

Algert Global sold out of Marsh (MRSH) in Q3 2025, closing a stake of 16,113 shares — an estimated $3.52M sold.

Algert Global first reported a position in MRSH in Q3 2021 and held it in 6 quarters. The position peaked at $4.39M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Algert Global reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 16,113 Marsh shares in Q3 2025, an estimated $3.52M.
  • Algert Global first reported a position in Marsh in Q3 2021 and held it in 6 quarters.
  • Algert Global's Marsh position peaked at $4.39M in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.