Corient IA’s Marsh MRSH Stock Holding History

Corient IA’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 Q3	–	Sell	-1,860	Closed	-$407K	–	263
2025 Q2	$407K	Hold	1,860	–	–	0.24%	164
2025 Q1	$454K	Buy	+1,860	New	+$422K	0.32%	119

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 $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Corient IA's MRSH Position: Q3 2025 in Review

Corient IA sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,860 shares — an estimated $407K sold.

Corient IA first reported a position in MRSH in Q1 2025 and held it in 2 quarters. The position peaked at $454K in Q1 2025. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Corient IA reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Corient IA sold 1,860 Marsh shares in Q3 2025, an estimated $407K.
Corient IA first reported a position in Marsh in Q1 2025 and held it in 2 quarters.
Corient IA's Marsh position peaked at $454K in Q1 2025.
1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.