CAS
MRSH

Coppell Advisory Solutions’s Marsh MRSH Stock Holding History

Coppell Advisory Solutions’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
-104
Closed -$22K – 1254
2024
Q4 		$22K Buy
104
+54
+108% +$12K ﹤0.01% 840
2024
Q3 		$11.2K Sell
50
-27
-35% -$5.99K ﹤0.01% 1047
2024
Q2 		$16.2K Buy
+77
New +$15.8K ﹤0.01% 863
2023
Q4 		$10.6K Buy
+56
New +$10.8K ﹤0.01% 919
2023
Q3 		– Sell
-302
Closed -$56.2K – 1420
2023
Q2 		$56.2K Buy
+302
New +$53.6K 0.02% 330

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 $3.37T AUM 44.26% 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

Coppell Advisory Solutions's MRSH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Marsh (MRSH) in Q1 2025, closing a stake of 104 shares — an estimated $22K sold.

Coppell Advisory Solutions first reported a position in MRSH in Q2 2023 and held it in 5 quarters. The position peaked at $56.2K in Q2 2023. 1,627 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 104 Marsh shares in Q1 2025, an estimated $22K.
  • Coppell Advisory Solutions first reported a position in Marsh in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Marsh position peaked at $56.2K in Q2 2023.
  • 1,627 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.