BGCP
MRSH

Bristol Gate Capital Partners’s Marsh MRSH Stock Holding History

Bristol Gate Capital 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
Q4 		– Sell
-346,194
Closed -$69.8M – 34
2025
Q3 		$69.8M Sell
346,194
-11,475
-3% -$2.36M 4.12% 17
2025
Q2 		$78.2M Sell
357,669
-82,679
-19% -$18.7M 4.45% 12
2025
Q1 		$107M Buy
440,348
+2,892
+0.7% +$656K 5.25% 3
2024
Q4 		$92.9M Sell
437,456
-3,293
-0.7% -$731K 4.52% 12
2024
Q3 		$98.3M Sell
440,749
-1,916
-0.4% -$425K 4.5% 14
2024
Q2 		$93.3M Sell
442,665
-19,219
-4% -$3.95M 4.62% 9
2024
Q1 		$95.1M Buy
+461,884
New +$92.1M 4.47% 14

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bristol Gate Capital Partners's MRSH Position: Q4 2025 in Review

Bristol Gate Capital Partners sold out of Marsh (MRSH) in Q4 2025, closing a stake of 346,194 shares — an estimated $69.8M sold.

Bristol Gate Capital Partners first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $107M in Q1 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Bristol Gate Capital Partners reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Bristol Gate Capital Partners sold 346,194 Marsh shares in Q4 2025, an estimated $69.8M.
  • Bristol Gate Capital Partners first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Bristol Gate Capital Partners's Marsh position peaked at $107M in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Bristol Gate Capital Partners's 13F filing for Q4 2025, filed 6 Feb 2026.