BA
MRSH

Bristlecone Advisors’s Marsh MRSH Stock Holding History

Bristlecone 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
-951
Closed -$202K – 385
2024
Q4 		$202K Hold
951
– – 0.02% 274
2024
Q3 		$212K Hold
951
– – 0.02% 274
2024
Q2 		$200K Sell
951
-157
-14% -$32.3K 0.02% 276
2024
Q1 		$228K Hold
1,108
– – 0.02% 261
2023
Q4 		$210K Sell
1,108
-95
-8% -$18.4K 0.02% 260
2023
Q3 		$229K Buy
1,203
+59
+5% +$11.3K 0.03% 241
2023
Q2 		$215K Buy
+1,144
New +$203K 0.02% 250

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

Bristlecone Advisors's MRSH Position: Q1 2025 in Review

Bristlecone Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 951 shares — an estimated $202K sold.

Bristlecone Advisors first reported a position in MRSH in Q2 2023 and held it in 7 quarters. The position peaked at $229K in Q3 2023. 1,627 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Bristlecone Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 951 Marsh shares in Q1 2025, an estimated $202K.
  • Bristlecone Advisors first reported a position in Marsh in Q2 2023 and held it in 7 quarters.
  • Bristlecone Advisors's Marsh position peaked at $229K in Q3 2023.
  • 1,627 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Bristlecone Advisors's 13F filing for Q1 2025, filed 12 May 2025.