Bellecapital’s Marsh MRSH Stock Holding History

Bellecapital’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	-820	Closed	-$200K	–	143
2025 Q1	$200K	Buy	+820	New	+$186K	0.04%	131

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bellecapital's MRSH Position: Q2 2025 in Review

Bellecapital sold out of Marsh (MRSH) in Q2 2025, closing a stake of 820 shares — an estimated $200K sold.

Bellecapital first reported a position in MRSH in Q1 2025 and held it in 1 quarter. The position peaked at $200K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Bellecapital reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
Bellecapital sold 820 Marsh shares in Q2 2025, an estimated $200K.
Bellecapital first reported a position in Marsh in Q1 2025 and held it in 1 quarter.
Bellecapital's Marsh position peaked at $200K in Q1 2025.
1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Bellecapital's 13F filing for Q2 2025, filed 29 Jul 2025.