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Chicago Trust’s Marsh MRSH Stock Holding History

Chicago Trust’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
-996
Closed -$201K – 402
2025
Q3 		$201K Buy
996
+7
+0.7% +$1.44K 0.03% 397
2025
Q2 		$216K Buy
989
+138
+16% +$31.2K 0.03% 384
2025
Q1 		$208K Buy
+851
New +$193K 0.04% 346

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Chicago Trust's MRSH Position: Q4 2025 in Review

Chicago Trust sold out of Marsh (MRSH) in Q4 2025, closing a stake of 996 shares — an estimated $201K sold.

Chicago Trust first reported a position in MRSH in Q1 2025 and held it in 3 quarters. The position peaked at $216K in Q2 2025. 1,595 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Chicago Trust reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Chicago Trust sold 996 Marsh shares in Q4 2025, an estimated $201K.
  • Chicago Trust first reported a position in Marsh in Q1 2025 and held it in 3 quarters.
  • Chicago Trust's Marsh position peaked at $216K in Q2 2025.
  • 1,595 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Chicago Trust's 13F filing for Q4 2025, filed 17 Feb 2026.