BI
MRSH

Ballast Inc’s Marsh MRSH Stock Holding History

Ballast Inc’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
-1,230
Closed -$248K – 141
2025
Q3 		$248K Hold
1,230
– – 0.06% 117
2025
Q2 		$269K Hold
1,230
– – 0.07% 115
2025
Q1 		$300K Hold
1,230
– – 0.08% 108
2024
Q4 		$261K Sell
1,230
-1
-0.1% -$222 0.07% 111
2024
Q3 		$275K Sell
1,231
-25
-2% -$5.55K 0.08% 112
2024
Q2 		$265K Buy
1,256
+26
+2% +$5.34K 0.08% 112
2024
Q1 		$253K Hold
1,230
– – 0.08% 109
2023
Q4 		$233K Buy
1,230
+135
+12% +$26.1K 0.08% 113
2023
Q3 		$208K Hold
1,095
– – 0.08% 108
2023
Q2 		$206K Buy
+1,095
New +$194K 0.08% 115

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ballast Inc's MRSH Position: Q4 2025 in Review

Ballast Inc sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,230 shares — an estimated $248K sold.

Ballast Inc first reported a position in MRSH in Q2 2023 and held it in 10 quarters. The position peaked at $300K in Q1 2025. 1,592 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Ballast Inc reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Ballast Inc sold 1,230 Marsh shares in Q4 2025, an estimated $248K.
  • Ballast Inc first reported a position in Marsh in Q2 2023 and held it in 10 quarters.
  • Ballast Inc's Marsh position peaked at $300K in Q1 2025.
  • 1,592 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Ballast Inc's 13F filing for Q4 2025, filed 3 Feb 2026.