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AXS Investments’s Marsh MRSH Stock Holding History

AXS Investments’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
-5,557
Closed -$1.36M – 190
2025
Q1 		$1.36M Sell
5,557
-353
-6% -$80.1K 0.38% 106
2024
Q4 		$1.26M Buy
5,910
+170
+3% +$37.7K 0.35% 141
2024
Q3 		$1.28M Sell
5,740
-80
-1% -$17.8K 0.34% 159
2024
Q2 		$1.23M Sell
5,820
-283
-5% -$58.1K 0.34% 121
2024
Q1 		$1.26M Sell
6,103
-922
-13% -$184K 0.3% 137
2023
Q4 		$1.33M Buy
7,025
+636
+10% +$123K 0.32% 124
2023
Q3 		$1.22M Sell
6,389
-497
-7% -$95.3K 0.31% 102
2023
Q2 		$1.3M Sell
6,886
-368
-5% -$65.3K 0.35% 100
2023
Q1 		$1.21M Buy
7,254
+439
+6% +$73.1K 0.4% 81
2022
Q4 		$1.13M Buy
6,815
+161
+2% +$26.3K 0.4% 82
2022
Q3 		$993K Sell
6,654
-36
-0.5% -$5.78K 0.39% 78
2022
Q2 		$1.04M Buy
+6,690
New +$1.07M 0.37% 77
2021
Q4 		– Sell
-3,372
Closed -$511K – 216
2021
Q3 		$511K Buy
+3,372
New +$510K 0.19% 51

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 $3.38T AUM 44.17% 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

AXS Investments's MRSH Position: Q2 2025 in Review

AXS Investments sold out of Marsh (MRSH) in Q2 2025, closing a stake of 5,557 shares — an estimated $1.36M sold.

AXS Investments first reported a position in MRSH in Q3 2021 and held it in 13 quarters. The position peaked at $1.36M in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • AXS Investments reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • AXS Investments sold 5,557 Marsh shares in Q2 2025, an estimated $1.36M.
  • AXS Investments first reported a position in Marsh in Q3 2021 and held it in 13 quarters.
  • AXS Investments's Marsh position peaked at $1.36M in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.