BCM
MRSH

Bancreek Capital Management’s Marsh MRSH Stock Holding History

Bancreek Capital 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
-16,522
Closed -$3.33M – 18
2025
Q3 		$3.33M Sell
16,522
-1,342
-8% -$276K 6.99% 10
2025
Q2 		$3.91M Buy
17,864
+1,326
+8% +$299K 6.7% 11
2025
Q1 		$4.04M Sell
16,538
-10,882
-40% -$2.47M 6.04% 13
2024
Q4 		$5.82M Sell
27,420
-12,312
-31% -$2.73M 5.68% 7
2024
Q3 		$8.86M Buy
39,732
+3,756
+10% +$834K 5.59% 9
2024
Q2 		$7.58M Buy
35,976
+538
+2% +$111K 5.92% 6
2024
Q1 		$7.3M Buy
+35,438
New +$7.06M 5.44% 8

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

Bancreek Capital Management's MRSH Position: Q4 2025 in Review

Bancreek Capital Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 16,522 shares — an estimated $3.33M sold.

Bancreek Capital Management first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $8.86M in Q3 2024. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Bancreek Capital Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Bancreek Capital Management sold 16,522 Marsh shares in Q4 2025, an estimated $3.33M.
  • Bancreek Capital Management first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Bancreek Capital Management's Marsh position peaked at $8.86M in Q3 2024.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Bancreek Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.