AAM
MRSH

Aureus Asset Management’s Marsh MRSH Stock Holding History

Aureus Asset 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
Q4 		– Sell
-1,141
Closed -$230K – 209
2025
Q3 		$230K Buy
1,141
+48
+4% +$9.87K 0.02% 182
2025
Q2 		$239K Buy
1,093
+146
+15% +$33K 0.02% 183
2025
Q1 		$231K Buy
+947
New +$215K 0.02% 185
2023
Q3 		– Sell
-1,068
Closed -$201K – 200
2023
Q2 		$201K Buy
+1,068
New +$190K 0.02% 176
2021
Q3 		– Sell
-2,880
Closed -$405K – 228
2021
Q2 		$405K Buy
+2,880
New +$386K 0.03% 156
2021
Q1 		– Sell
-174,669
Closed -$20.4M – 191
2020
Q4 		$20.4M Sell
174,669
-2,819
-2% -$320K 1.72% 27
2020
Q3 		$20.4M Buy
177,488
+2,826
+2% +$324K 1.93% 25
2020
Q2 		$18.8M Buy
174,662
+6,509
+4% +$659K 2.04% 21
2020
Q1 		$14.5M Sell
168,153
-243
-0.1% -$25.9K 2.02% 24
2019
Q4 		$18.8M Sell
168,396
-490
-0.3% -$51.2K 2.1% 23
2019
Q3 		$16.9M Buy
168,886
+465
+0.3% +$46.5K 2.1% 22
2019
Q2 		$16.8M Sell
168,421
-310
-0.2% -$29.7K 2.07% 24
2019
Q1 		$15.8M Sell
168,731
-722
-0.4% -$63.9K 2.1% 24
2018
Q4 		$13.5M Buy
169,453
+6,749
+4% +$563K 2.12% 20
2018
Q3 		$13.5M Buy
162,704
+153,160
+1,605% +$13M 1.71% 29
2018
Q2 		$782K Buy
9,544
+6,160
+182% +$503K 0.11% 89
2018
Q1 		$279K Sell
3,384
-1,900
-36% -$157K 0.04% 150
2017
Q4 		$430K Hold
5,284
– – 0.07% 123
2017
Q3 		$443K Buy
5,284
+154
+3% +$12.2K 0.07% 114
2017
Q2 		$400K Hold
5,130
– – 0.07% 110
2017
Q1 		$378K Buy
+5,130
New +$367K 0.07% 119

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

Aureus Asset Management's MRSH Position: Q4 2025 in Review

Aureus Asset Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,141 shares — an estimated $230K sold.

Aureus Asset Management first reported a position in MRSH in Q1 2017 and held it in 21 quarters. The position peaked at $20.4M in Q4 2020. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Aureus Asset Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Aureus Asset Management sold 1,141 Marsh shares in Q4 2025, an estimated $230K.
  • Aureus Asset Management first reported a position in Marsh in Q1 2017 and held it in 21 quarters.
  • Aureus Asset Management's Marsh position peaked at $20.4M in Q4 2020.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Aureus Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.