CA
MRSH

Crewe Advisors’s Marsh MRSH Stock Holding History

Crewe 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
Q4 		– Sell
-80
Closed -$16.1K – 1119
2025
Q3 		$16.1K Hold
80
– – ﹤0.01% 538
2025
Q2 		$17.5K Sell
80
-10
-11% -$2.26K ﹤0.01% 391
2025
Q1 		$22K Sell
90
-21
-19% -$4.76K ﹤0.01% 339
2024
Q4 		$23.6K Sell
111
-53
-32% -$11.8K ﹤0.01% 340
2024
Q3 		$36.6K Buy
164
+4
+3% +$888 ﹤0.01% 333
2024
Q2 		$33.7K Buy
160
+80
+100% +$16.4K ﹤0.01% 446
2024
Q1 		$16.5K Buy
+80
New +$15.9K ﹤0.01% 523
2023
Q3 		– Sell
-1
Closed -$189 – 795
2023
Q2 		$189 Sell
1
-142
-99% -$25.2K ﹤0.01% 725
2023
Q1 		$23.8K Sell
143
-44
-24% -$7.33K ﹤0.01% 400
2022
Q4 		$30.9K Sell
187
-179
-49% -$29.3K ﹤0.01% 358
2022
Q3 		$55K Buy
366
+64
+21% +$10.3K 0.01% 307
2022
Q2 		$47K Buy
+302
New +$48.4K 0.01% 305
2020
Q4 		– Sell
-51
Closed -$6K – 575
2020
Q3 		$6K Buy
+51
New +$5.84K ﹤0.01% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Crewe Advisors's MRSH Position: Q4 2025 in Review

Crewe Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 80 shares — an estimated $16.1K sold.

Crewe Advisors first reported a position in MRSH in Q3 2020 and held it in 13 quarters. The position peaked at $55K in Q3 2022. 1,591 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Crewe Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 80 Marsh shares in Q4 2025, an estimated $16.1K.
  • Crewe Advisors first reported a position in Marsh in Q3 2020 and held it in 13 quarters.
  • Crewe Advisors's Marsh position peaked at $55K in Q3 2022.
  • 1,591 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.