Court Place Advisors’s Marsh MRSH Stock Holding History

Court Place 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 Q3	$252K	Hold	1,248	–	–	0.08%	136
2025 Q2	$273K	Hold	1,248	–	–	0.09%	126
2025 Q1	$305K	Buy	1,248 +48	+4%	+$10.9K	0.1%	118
2024 Q4	$255K	Sell	1,200 -150	-11%	-$33.3K	0.08%	128
2024 Q3	$301K	Hold	1,350	–	–	0.09%	134
2024 Q2	$284K	Buy	1,350 +150	+13%	+$30.8K	0.09%	134
2024 Q1	$247K	Sell	1,200 -150	-11%	-$29.9K	0.08%	139
2023 Q4	$256K	Hold	1,350	–	–	0.08%	144
2023 Q3	$257K	Hold	1,350	–	–	0.09%	140
2023 Q2	$254K	Hold	1,350	–	–	0.09%	144
2023 Q1	$225K	Hold	1,350	–	–	0.08%	151
2022 Q4	$223K	Hold	1,350	–	–	0.08%	154
2022 Q3	$202K	Hold	1,350	–	–	0.08%	153
2022 Q2	$210K	Hold	1,350	–	–	0.08%	155
2022 Q1	$230K	Hold	1,350	–	–	0.07%	160
2021 Q4	$235K	Hold	1,350	–	–	0.06%	170
2021 Q3	$204K	Buy	+1,350	New	+$204K	0.06%	173

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Court Place Advisors's MRSH Position: Q3 2025 in Review

Court Place Advisors held its Marsh (MRSH) position steady in Q3 2025 at 1,248 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #136.

Court Place Advisors first reported a position in MRSH in Q3 2021 and has held it in 17 quarters since. The position peaked at $305K in Q1 2025. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Court Place Advisors held 1,248 shares of Marsh worth $252K as of Q3 2025.
Court Place Advisors left its Marsh share count unchanged in Q3 2025.
Marsh made up 0.08% of Court Place Advisors's portfolio in Q3 2025, its #136 holding.
Court Place Advisors first reported a position in Marsh in Q3 2021 and has held it in 17 quarters since.
Court Place Advisors's Marsh position peaked at $305K in Q1 2025.
1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.