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Caitlin John’s Marsh MRSH Stock Holding History

Caitlin John’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
-30
Closed -$6.37K – 533
2024
Q4 		$6.37K Hold
30
– – ﹤0.01% 536
2024
Q3 		$6.77K Sell
30
-54
-64% -$12K ﹤0.01% 535
2024
Q2 		$17.7K Sell
84
-5,603
-99% -$1.15M 0.01% 367
2024
Q1 		$1.17M Buy
5,687
+786
+16% +$157K 0.87% 31
2023
Q4 		$929K Buy
+4,901
New +$947K 0.76% 37

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 $3.38T 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
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

Caitlin John's MRSH Position: Q1 2025 in Review

Caitlin John sold out of Marsh (MRSH) in Q1 2025, closing a stake of 30 shares — an estimated $6.37K sold.

Caitlin John first reported a position in MRSH in Q4 2023 and held it in 5 quarters. The position peaked at $1.17M in Q1 2024. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Caitlin John reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Caitlin John sold 30 Marsh shares in Q1 2025, an estimated $6.37K.
  • Caitlin John first reported a position in Marsh in Q4 2023 and held it in 5 quarters.
  • Caitlin John's Marsh position peaked at $1.17M in Q1 2024.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.