Beacon Capital Management LLC (Tennessee)’s Marsh MRSH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-469	Closed	-$102K	–	675
2025 Q2	$102K	Buy	469 +2	+0.4%	+$452	0.01%	202
2025 Q1	$114K	Sell	467 -24	-5%	-$5.45K	0.02%	179
2024 Q4	$104K	Buy	491 +93	+23%	+$20.6K	0.01%	185
2024 Q3	$88.8K	Hold	398	–	–	0.01%	217
2024 Q2	$83.9K	Hold	398	–	–	0.02%	197
2024 Q1	$82K	Buy	398 +72	+22%	+$14.3K	0.02%	198
2023 Q4	$62K	Hold	326	–	–	0.02%	186
2023 Q3	$61.3K	Hold	326	–	–	0.02%	216
2023 Q2	$61.3K	Buy	326 +26	+9%	+$4.61K	0.02%	216
2023 Q1	$50K	Hold	300	–	–	0.01%	217
2022 Q4	$49.6K	Hold	300	–	–	0.02%	218
2022 Q3	$47K	Hold	300	–	–	0.02%	214
2022 Q2	$51K	Hold	300	–	–	0.01%	239
2022 Q1	$51K	Buy	+300	New	+$47.3K	0.01%	239

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s MRSH Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Marsh (MRSH) in Q3 2025, closing a stake of 469 shares — an estimated $102K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MRSH in Q1 2022 and held it in 14 quarters. The position peaked at $114K in Q1 2025. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 469 Marsh shares in Q3 2025, an estimated $102K.
Beacon Capital Management LLC (Tennessee) first reported a position in Marsh in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Marsh position peaked at $114K in Q1 2025.
1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.