ACP
MRSH

Aveo Capital Partners’s Marsh MRSH Stock Holding History

Aveo Capital 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
Q1 		– Sell
-1,322
Closed -$281K – 279
2024
Q4 		$281K Sell
1,322
-62
-4% -$13.8K 0.03% 297
2024
Q3 		$309K Buy
1,384
+111
+9% +$24.6K 0.03% 278
2024
Q2 		$268K Buy
1,273
+36
+3% +$7.39K 0.03% 270
2024
Q1 		$246K Buy
+1,237
New +$247K 0.03% 320

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

Aveo Capital Partners's MRSH Position: Q1 2025 in Review

Aveo Capital Partners sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,322 shares — an estimated $281K sold.

Aveo Capital Partners first reported a position in MRSH in Q1 2024 and held it in 4 quarters. The position peaked at $309K in Q3 2024. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Aveo Capital Partners reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,322 Marsh shares in Q1 2025, an estimated $281K.
  • Aveo Capital Partners first reported a position in Marsh in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Marsh position peaked at $309K in Q3 2024.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.