BA
MRSH

Bluesphere Advisors’s Marsh MRSH Stock Holding History

Bluesphere Advisors’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
-1,000
Closed -$212K – 102
2024
Q4 		$212K Hold
1,000
– – 0.1% 99
2024
Q3 		$223K Hold
1,000
– – 0.11% 92
2024
Q2 		$211K Hold
1,000
– – 0.11% 91
2024
Q1 		$206K Buy
+1,000
New +$199K 0.11% 91

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 $3.37T AUM 44.26% 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

Bluesphere Advisors's MRSH Position: Q1 2025 in Review

Bluesphere Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,000 shares — an estimated $212K sold.

Bluesphere Advisors first reported a position in MRSH in Q1 2024 and held it in 4 quarters. The position peaked at $223K in Q3 2024. 1,627 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Bluesphere Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Bluesphere Advisors sold 1,000 Marsh shares in Q1 2025, an estimated $212K.
  • Bluesphere Advisors first reported a position in Marsh in Q1 2024 and held it in 4 quarters.
  • Bluesphere Advisors's Marsh position peaked at $223K in Q3 2024.
  • 1,627 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Bluesphere Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.