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Altshuler Shaham’s Marsh MRSH Stock Holding History

Altshuler Shaham’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 		– Sell
-94
Closed -$20K – 371
2024
Q4 		$20K Buy
94
+1
+1% +$222 ﹤0.01% 244
2024
Q3 		$20.7K Sell
93
-7
-7% -$1.55K ﹤0.01% 181
2024
Q2 		$21.1K Sell
100
-19
-16% -$3.9K ﹤0.01% 168
2024
Q1 		$24.5K Sell
119
-11
-8% -$2.19K ﹤0.01% 176
2023
Q4 		$24.6K Sell
130
-10
-7% -$1.93K ﹤0.01% 184
2023
Q3 		$26.6K Buy
+140
New +$26.8K ﹤0.01% 177
2022
Q4 		– Sell
-197
Closed -$30K – 554
2022
Q3 		$30K Buy
197
+26
+15% +$4.17K ﹤0.01% 317
2022
Q2 		$27K Sell
171
-507
-75% -$81.3K ﹤0.01% 347
2022
Q1 		$116K Buy
678
+27
+4% +$4.26K ﹤0.01% 258
2021
Q4 		$113K Buy
651
+137
+27% +$22.8K ﹤0.01% 324
2021
Q3 		$78K Sell
514
-67
-12% -$10.1K ﹤0.01% 337
2021
Q2 		$82K Buy
+581
New +$77.9K ﹤0.01% 333
2021
Q1 		– Sell
-834
Closed -$98K – 508
2020
Q4 		$98K Buy
+834
New +$94.8K ﹤0.01% 208
2020
Q1 		– Sell
-76
Closed -$8K – 556
2019
Q4 		$8K Buy
+76
New +$7.94K ﹤0.01% 355
2019
Q3 		– Sell
-13
Closed -$1K – 507
2019
Q2 		$1K Buy
+13
New +$1.24K ﹤0.01% 343
2018
Q4 		– Sell
-291
Closed -$24K – 284
2018
Q3 		$24K Buy
291
+246
+547% +$20.8K ﹤0.01% 162
2018
Q2 		$4K Sell
45
-157
-78% -$12.8K ﹤0.01% 190
2018
Q1 		$17K Sell
202
-26
-11% -$2.15K ﹤0.01% 162
2017
Q4 		$19K Buy
+228
New +$19K ﹤0.01% 123

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Altshuler Shaham's MRSH Position: Q1 2025 in Review

Altshuler Shaham sold out of Marsh (MRSH) in Q1 2025, closing a stake of 94 shares — an estimated $20K sold.

Altshuler Shaham first reported a position in MRSH in Q4 2017 and held it in 19 quarters. The position peaked at $116K in Q1 2022. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Altshuler Shaham reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 94 Marsh shares in Q1 2025, an estimated $20K.
  • Altshuler Shaham first reported a position in Marsh in Q4 2017 and held it in 19 quarters.
  • Altshuler Shaham's Marsh position peaked at $116K in Q1 2022.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.