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Berkshire Asset Management’s Marsh MRSH Stock Holding History

Berkshire Asset 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
-1,461
Closed -$294K – 286
2025
Q3 		$294K Sell
1,461
-783
-35% -$161K 0.01% 244
2025
Q2 		$491K Sell
2,244
-166
-7% -$37.5K 0.02% 187
2025
Q1 		$550K Buy
2,410
+545
+29% +$124K 0.03% 177
2024
Q4 		$408K Buy
1,865
+182
+11% +$40.4K 0.02% 210
2024
Q3 		$355K Hold
1,683
– – 0.02% 215
2024
Q2 		$355K Buy
+1,683
New +$346K 0.02% 215

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
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

Berkshire Asset Management's MRSH Position: Q4 2025 in Review

Berkshire Asset Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,461 shares — an estimated $294K sold.

Berkshire Asset Management first reported a position in MRSH in Q2 2024 and held it in 6 quarters. The position peaked at $550K in Q1 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Berkshire Asset Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Berkshire Asset Management sold 1,461 Marsh shares in Q4 2025, an estimated $294K.
  • Berkshire Asset Management first reported a position in Marsh in Q2 2024 and held it in 6 quarters.
  • Berkshire Asset Management's Marsh position peaked at $550K in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.