AIM
MRSH

Alphinity Investment Management’s Marsh MRSH Stock Holding History

Alphinity Investment Management’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
Q2 		– Sell
-827,566
Closed -$202M – 35
2025
Q1 		$202M Sell
827,566
-1,600,289
-66% -$363M 1.37% 22
2024
Q4 		$516M Sell
2,427,855
-86,209
-3% -$19.1M 2.8% 23
2024
Q3 		$561M Buy
2,514,064
+38,949
+2% +$8.65M 3.31% 19
2024
Q2 		$522M Buy
2,475,115
+508,527
+26% +$104M 3.84% 15
2024
Q1 		$405M Sell
1,966,588
-97,180
-5% -$19.4M 3.59% 19
2023
Q4 		$391M Buy
2,063,768
+184,826
+10% +$35.7M 3.97% 12
2023
Q3 		$358M Buy
1,878,942
+266,844
+17% +$51.1M 5.72% 5
2023
Q2 		$303M Buy
+1,612,098
New +$286M 4.93% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alphinity Investment Management's MRSH Position: Q2 2025 in Review

Alphinity Investment Management sold out of Marsh (MRSH) in Q2 2025, closing a stake of 827,566 shares — an estimated $202M sold.

Alphinity Investment Management first reported a position in MRSH in Q2 2023 and held it in 8 quarters. The position peaked at $561M in Q3 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Alphinity Investment Management reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Alphinity Investment Management sold 827,566 Marsh shares in Q2 2025, an estimated $202M.
  • Alphinity Investment Management first reported a position in Marsh in Q2 2023 and held it in 8 quarters.
  • Alphinity Investment Management's Marsh position peaked at $561M in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Alphinity Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.