Appleton Partners’s Marsh MRSH Stock Holding History

Appleton 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 Q3	–	Sell	-975	Closed	-$213K	–	258
2025 Q2	$213K	Hold	975	–	–	0.02%	240
2025 Q1	$238K	Sell	975 -19	-2%	-$4.31K	0.02%	227
2024 Q4	$211K	Buy	994 +19	+2%	+$4.21K	0.02%	245
2024 Q3	$218K	Hold	975	–	–	0.02%	249
2024 Q2	$205K	Sell	975 -345	-26%	-$70.9K	0.02%	253
2024 Q1	$272K	Sell	1,320 -136	-9%	-$27.1K	0.02%	240
2023 Q4	$276K	Sell	1,456 -110	-7%	-$21.3K	0.02%	257
2023 Q3	$298K	Hold	1,566	–	–	0.03%	242
2023 Q2	$295K	Sell	1,566 -3	-0.2%	-$532	0.02%	246
2023 Q1	$261K	Hold	1,569	–	–	0.02%	269
2022 Q4	$260K	Hold	1,569	–	–	0.02%	268
2022 Q3	$234K	Hold	1,569	–	–	0.02%	268
2022 Q2	$244K	Sell	1,569 -72	-4%	-$11.5K	0.02%	268
2022 Q1	$280K	Hold	1,641	–	–	0.02%	264
2021 Q4	$285K	Buy	1,641 +91	+6%	+$15.1K	0.02%	269
2021 Q3	$235K	Sell	1,550 -254	-14%	-$38.4K	0.02%	273
2021 Q2	$254K	Buy	+1,804	New	+$242K	0.02%	267

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Appleton Partners's MRSH Position: Q3 2025 in Review

Appleton Partners sold out of Marsh (MRSH) in Q3 2025, closing a stake of 975 shares — an estimated $213K sold.

Appleton Partners first reported a position in MRSH in Q2 2021 and held it in 17 quarters. The position peaked at $298K in Q3 2023. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Appleton Partners reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Appleton Partners sold 975 Marsh shares in Q3 2025, an estimated $213K.
Appleton Partners first reported a position in Marsh in Q2 2021 and held it in 17 quarters.
Appleton Partners's Marsh position peaked at $298K in Q3 2023.
1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Appleton Partners's 13F filing for Q3 2025, filed 5 Nov 2025.