Centerpoint Advisors’s Marsh MRSH Stock Holding History

Centerpoint 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 Q4	–	Sell	-5	Closed	-$1K	–	438
2025 Q3	$1K	Hold	5	–	–	﹤0.01%	428
2025 Q2	$1K	Buy	+5	New	+$1.13K	﹤0.01%	368
2023 Q4	–	Sell	-6	Closed	-$1K	–	537
2023 Q3	$1K	Hold	6	–	–	﹤0.01%	514
2023 Q2	$1K	Hold	6	–	–	﹤0.01%	513
2023 Q1	$1K	Buy	+6	New	+$1K	﹤0.01%	511
2020 Q3	–	Sell	-55	Closed	-$6K	–	259
2020 Q2	$6K	Hold	55	–	–	﹤0.01%	187
2020 Q1	$5K	Hold	55	–	–	0.01%	181
2019 Q4	$6K	Hold	55	–	–	﹤0.01%	198
2019 Q3	$6K	Hold	55	–	–	﹤0.01%	188
2019 Q2	$5K	Hold	55	–	–	﹤0.01%	190
2019 Q1	$5K	Hold	55	–	–	﹤0.01%	187
2018 Q4	$4K	Hold	55	–	–	﹤0.01%	190
2018 Q3	$5K	Hold	55	–	–	﹤0.01%	177
2018 Q2	$5K	Buy	+55	New	+$4.49K	﹤0.01%	210

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 $3.37T AUM 44.26% 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

Centerpoint Advisors's MRSH Position: Q4 2025 in Review

Centerpoint Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 5 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in MRSH in Q2 2018 and held it in 14 quarters. The position peaked at $6K in Q2 2020. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Centerpoint Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 5 Marsh shares in Q4 2025, an estimated $1K.
Centerpoint Advisors first reported a position in Marsh in Q2 2018 and held it in 14 quarters.
Centerpoint Advisors's Marsh position peaked at $6K in Q2 2020.
1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.