CSM Advisors’s Marsh MRSH Stock Holding History

CSM 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	-5,864	Closed	-$1.18M	–	410
2025 Q3	$1.18M	Buy	+5,864	New	+$1.21M	0.03%	329

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

CSM Advisors's MRSH Position: Q4 2025 in Review

CSM Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 5,864 shares — an estimated $1.18M sold.

CSM Advisors first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $1.18M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

CSM Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
CSM Advisors sold 5,864 Marsh shares in Q4 2025, an estimated $1.18M.
CSM Advisors first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
CSM Advisors's Marsh position peaked at $1.18M in Q3 2025.
1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on CSM Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.