CFGS
MRSH

Concourse Financial Group Securities’s Marsh MRSH Stock Holding History

Concourse Financial Group Securities’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
-10,825
Closed -$2.35M – 1295
2024
Q4 		$2.35M Buy
10,825
+5,633
+108% +$1.25M 0.13% 161
2024
Q3 		$1.16M Buy
5,192
+266
+5% +$59K 0.07% 278
2024
Q2 		$1.04M Buy
4,926
+1,272
+35% +$261K 0.07% 281
2024
Q1 		$753K Buy
3,654
+865
+31% +$172K 0.05% 361
2023
Q4 		$528K Buy
2,789
+2,316
+490% +$448K 0.04% 427
2023
Q3 		$90K Buy
473
+70
+17% +$13.4K 0.01% 886
2023
Q2 		$75.8K Buy
403
+41
+11% +$7.28K 0.01% 944
2023
Q1 		$60.3K Sell
362
-4,367
-92% -$727K ﹤0.01% 1024
2022
Q4 		$783K Buy
4,729
+63
+1% +$10.3K 0.06% 311
2022
Q3 		$697K Buy
4,666
+209
+5% +$33.5K 0.07% 285
2022
Q2 		$692K Sell
4,457
-128
-3% -$20.5K 0.06% 330
2022
Q1 		$781K Sell
4,585
-70
-2% -$11K 0.06% 329
2021
Q4 		$809K Buy
4,655
+86
+2% +$14.3K 0.05% 381
2021
Q3 		$692K Sell
4,569
-91
-2% -$13.8K 0.04% 406
2021
Q2 		$656K Buy
4,660
+511
+12% +$68.5K 0.04% 403
2021
Q1 		$505K Buy
4,149
+4,002
+2,722% +$461K 0.04% 429
2020
Q4 		$17K Buy
147
+66
+81% +$7.5K ﹤0.01% 1520
2020
Q3 		$9K Buy
81
+23
+40% +$2.64K ﹤0.01% 1611
2020
Q2 		$6K Buy
58
+36
+164% +$3.64K ﹤0.01% 1631
2020
Q1 		$2K Sell
22
-220
-91% -$23.5K ﹤0.01% 1900
2019
Q4 		$27K Hold
242
– – ﹤0.01% 1166
2019
Q3 		$24K Sell
242
-44
-15% -$4.4K 0.01% 903
2019
Q2 		$28K Hold
286
– – ﹤0.01% 1102
2019
Q1 		$26K Buy
286
+7
+3% +$619 ﹤0.01% 1150
2018
Q4 		$22K Buy
279
+75
+37% +$6.25K ﹤0.01% 1110
2018
Q3 		$17K Buy
+204
New +$17.3K ﹤0.01% 918

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concourse Financial Group Securities's MRSH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Marsh (MRSH) in Q1 2025, closing a stake of 10,825 shares — an estimated $2.35M sold.

Concourse Financial Group Securities first reported a position in MRSH in Q3 2018 and held it in 26 quarters. The position peaked at $2.35M in Q4 2024. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 10,825 Marsh shares in Q1 2025, an estimated $2.35M.
  • Concourse Financial Group Securities first reported a position in Marsh in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Marsh position peaked at $2.35M in Q4 2024.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.