BIP
MRSH icon

Blueprint Investment Partners’s Marsh MRSH Stock Holding History

Blueprint Investment Partners’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
Q1 		– Sell
-1,120
Closed -$238K – 165
2024
Q4 		$238K Buy
+1,120
New +$248K 0.04% 178
2024
Q2 		– Sell
-1,152
Closed -$237K – 139
2024
Q1 		$237K Buy
+1,152
New +$230K 0.05% 127
2023
Q4 		– Sell
-2,233
Closed -$425K – 145
2023
Q3 		$425K Sell
2,233
-65
-3% -$12.5K 0.14% 75
2023
Q2 		$432K Buy
2,298
+353
+18% +$62.6K 0.16% 95
2023
Q1 		$324K Sell
1,945
-2,234
-53% -$372K 0.07% 176
2022
Q4 		$692K Buy
4,179
+1,941
+87% +$317K 0.15% 105
2022
Q3 		$334K Sell
2,238
-2,200
-50% -$353K 0.09% 94
2022
Q2 		$689K Buy
4,438
+79
+2% +$12.7K 0.19% 77
2022
Q1 		$743K Buy
4,359
+11
+0.3% +$1.73K 0.19% 83
2021
Q4 		$756K Buy
4,348
+1,122
+35% +$186K 0.19% 95
2021
Q3 		$489K Buy
3,226
+973
+43% +$147K 0.24% 68
2021
Q2 		$317K Sell
2,253
-491
-18% -$65.8K 0.25% 52
2021
Q1 		$334K Buy
2,744
+2,742
+137,100% +$316K 0.26% 44
2020
Q4 		$219 Sell
2
-1,873
-100% -$213K 0.18% 52
2020
Q3 		$219K Buy
+1,875
New +$215K 0.17% 56

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blueprint Investment Partners's MRSH Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,120 shares — an estimated $238K sold.

Blueprint Investment Partners first reported a position in MRSH in Q3 2020 and held it in 15 quarters. The position peaked at $756K in Q4 2021. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Blueprint Investment Partners reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 1,120 Marsh shares in Q1 2025, an estimated $238K.
  • Blueprint Investment Partners first reported a position in Marsh in Q3 2020 and held it in 15 quarters.
  • Blueprint Investment Partners's Marsh position peaked at $756K in Q4 2021.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.