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Brookstone Capital Management’s Marsh MRSH Stock Holding History

Brookstone Capital Management’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
Q3 		– Sell
-2,204
Closed -$482K – 1165
2025
Q2 		$482K Buy
2,204
+108
+5% +$24.4K 0.01% 749
2025
Q1 		$511K Buy
2,096
+37
+2% +$8.39K 0.01% 708
2024
Q4 		$437K Sell
2,059
-21
-1% -$4.66K 0.01% 730
2024
Q3 		$464K Buy
2,080
+34
+2% +$7.55K 0.01% 708
2024
Q2 		$452K Sell
2,046
-24
-1% -$4.93K 0.01% 673
2024
Q1 		$426K Buy
2,070
+43
+2% +$8.57K 0.01% 665
2023
Q4 		$384K Sell
2,027
-44
-2% -$8.5K 0.01% 651
2023
Q3 		$395K Buy
2,071
+55
+3% +$10.5K 0.01% 624
2023
Q2 		$371K Buy
2,016
+127
+7% +$22.5K 0.01% 645
2023
Q1 		$329K Buy
1,889
+13
+0.7% +$2.17K 0.01% 670
2022
Q4 		$321K Buy
1,876
+53
+3% +$8.67K 0.01% 684
2022
Q3 		$277K Sell
1,823
-6
-0.3% -$963 0.01% 681
2022
Q2 		$285K Sell
1,829
-37
-2% -$5.93K 0.01% 656
2022
Q1 		$319K Sell
1,866
-52
-3% -$8.2K 0.01% 644
2021
Q4 		$314K Buy
1,918
+128
+7% +$21.3K 0.01% 619
2021
Q3 		$282K Sell
1,790
-13
-0.7% -$1.97K 0.01% 612
2021
Q2 		$254K Buy
+1,803
New +$242K ﹤0.01% 628
2015
Q4 		– Sell
-30
Closed -$2K – 607
2015
Q3 		$2K Hold
30
– – ﹤0.01% 1704
2015
Q2 		$2K Buy
+30
New +$1.73K ﹤0.01% 1818

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brookstone Capital Management's MRSH Position: Q3 2025 in Review

Brookstone Capital Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 2,204 shares — an estimated $482K sold.

Brookstone Capital Management first reported a position in MRSH in Q2 2015 and held it in 19 quarters. The position peaked at $511K in Q1 2025. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Brookstone Capital Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 2,204 Marsh shares in Q3 2025, an estimated $482K.
  • Brookstone Capital Management first reported a position in Marsh in Q2 2015 and held it in 19 quarters.
  • Brookstone Capital Management's Marsh position peaked at $511K in Q1 2025.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Brookstone Capital Management's 13F filing for Q3 2025, filed 15 Oct 2025.