BPW
MRSH

Bingham Private Wealth’s Marsh MRSH Stock Holding History

Bingham Private Wealth’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
-901
Closed -$220K – 162
2025
Q1 		$220K Sell
901
-65
-7% -$14.7K 0.23% 143
2024
Q4 		$205K Buy
+966
New +$214K 0.22% 140

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bingham Private Wealth's MRSH Position: Q2 2025 in Review

Bingham Private Wealth sold out of Marsh (MRSH) in Q2 2025, closing a stake of 901 shares — an estimated $220K sold.

Bingham Private Wealth first reported a position in MRSH in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Bingham Private Wealth reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Bingham Private Wealth sold 901 Marsh shares in Q2 2025, an estimated $220K.
  • Bingham Private Wealth first reported a position in Marsh in Q4 2024 and held it in 2 quarters.
  • Bingham Private Wealth's Marsh position peaked at $220K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Bingham Private Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.