Cadinha & Co’s Marsh MRSH Stock Holding History

Cadinha & Co’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	-2,925	Closed	-$589K	–	109
2025 Q3	$589K	Sell	2,925 -79,802	-96%	-$16.4M	0.08%	63
2025 Q2	$18.1M	Buy	+82,727	New	+$18.7M	3%	15

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cadinha & Co's MRSH Position: Q4 2025 in Review

Cadinha & Co sold out of Marsh (MRSH) in Q4 2025, closing a stake of 2,925 shares — an estimated $589K sold.

Cadinha & Co first reported a position in MRSH in Q2 2025 and held it in 2 quarters. The position peaked at $18.1M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Cadinha & Co reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
Cadinha & Co sold 2,925 Marsh shares in Q4 2025, an estimated $589K.
Cadinha & Co first reported a position in Marsh in Q2 2025 and held it in 2 quarters.
Cadinha & Co's Marsh position peaked at $18.1M in Q2 2025.
1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Cadinha & Co's 13F filing for Q4 2025, filed 28 Jan 2026.