Crescent Grove Advisors’s Marsh MRSH Stock Holding History

Crescent Grove 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 Q2	–	Sell	-829	Closed	-$202K	–	292
2025 Q1	$202K	Buy	+829	New	+$188K	0.02%	252
2024 Q3	–	Sell	-1,092	Closed	-$230K	–	289
2024 Q2	$230K	Sell	1,092 -169	-13%	-$34.7K	0.03%	255
2024 Q1	$260K	Buy	+1,261	New	+$251K	0.03%	260
2023 Q2	–	Sell	-1,699	Closed	-$283K	–	303
2023 Q1	$283K	Buy	1,699 +453	+36%	+$75.5K	0.03%	238
2022 Q4	$206K	Sell	1,246 -341	-21%	-$55.8K	0.02%	260
2022 Q3	$237K	Buy	1,587 +1	+0.1%	+$160	0.03%	234
2022 Q2	$246K	Hold	1,586	–	–	0.03%	230
2022 Q1	$270K	Buy	+1,586	New	+$250K	0.03%	244
2021 Q2	–	Sell	-1,877	Closed	-$229K	–	266
2021 Q1	$229K	Buy	+1,877	New	+$216K	0.03%	188

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Crescent Grove Advisors's MRSH Position: Q2 2025 in Review

Crescent Grove Advisors sold out of Marsh (MRSH) in Q2 2025, closing a stake of 829 shares — an estimated $202K sold.

Crescent Grove Advisors first reported a position in MRSH in Q1 2021 and held it in 9 quarters. The position peaked at $283K in Q1 2023. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Crescent Grove Advisors reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
Crescent Grove Advisors sold 829 Marsh shares in Q2 2025, an estimated $202K.
Crescent Grove Advisors first reported a position in Marsh in Q1 2021 and held it in 9 quarters.
Crescent Grove Advisors's Marsh position peaked at $283K in Q1 2023.
1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.