CP
MRSH

Cumberland Partners’s Marsh MRSH Stock Holding History

Cumberland Partners’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
-133,918
Closed -$27M – 181
2025
Q3 		$27M Sell
133,918
-1,314
-1% -$270K 1.76% 17
2025
Q2 		$29.6M Sell
135,232
-932
-0.7% -$210K 2.05% 16
2025
Q1 		$33.2M Sell
136,164
-2,543
-2% -$577K 2.56% 12
2024
Q4 		$29.5M Sell
138,707
-776
-0.6% -$172K 2.05% 16
2024
Q3 		$31.1M Sell
139,483
-993
-0.7% -$220K 2.16% 17
2024
Q2 		$29.6M Sell
140,476
-2,435
-2% -$500K 2.15% 16
2024
Q1 		$29.4M Sell
142,911
-565
-0.4% -$113K 2.14% 19
2023
Q4 		$27.3M Sell
143,476
-1,710
-1% -$330K 2.5% 14
2023
Q3 		$27.6M Buy
145,186
+1,060
+0.7% +$203K 2.66% 13
2023
Q2 		$27.1M Sell
144,126
-448
-0.3% -$79.5K 2.49% 14
2023
Q1 		$24.1M Sell
144,574
-2,191
-1% -$365K 2.36% 15
2022
Q4 		$24.3M Sell
146,765
-1,130
-0.8% -$185K 2.56% 15
2022
Q3 		$22.1M Buy
147,895
+75
+0.1% +$12K 2.34% 13
2022
Q2 		$22.9M Sell
147,820
-3,830
-3% -$614K 2.19% 16
2022
Q1 		$25.8M Buy
151,650
+4,315
+3% +$680K 1.95% 15
2021
Q4 		$25.6M Buy
147,335
+96,770
+191% +$16.1M 1.8% 20
2021
Q3 		$7.66M Sell
50,565
-1,760
-3% -$266K 0.63% 43
2021
Q2 		$7.36M Sell
52,325
-55
-0.1% -$7.37K 0.58% 50
2021
Q1 		$6.38M Sell
52,380
-320
-0.6% -$36.9K 0.53% 53
2020
Q4 		$6.17M Sell
52,700
-1,103
-2% -$125K 0.55% 55
2020
Q3 		$6.17M Sell
53,803
-1,057
-2% -$121K 0.65% 45
2020
Q2 		$5.89M Buy
+54,860
New +$5.55M 0.61% 49

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cumberland Partners's MRSH Position: Q4 2025 in Review

Cumberland Partners sold out of Marsh (MRSH) in Q4 2025, closing a stake of 133,918 shares — an estimated $27M sold.

Cumberland Partners first reported a position in MRSH in Q2 2020 and held it in 22 quarters. The position peaked at $33.2M in Q1 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Cumberland Partners reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Cumberland Partners sold 133,918 Marsh shares in Q4 2025, an estimated $27M.
  • Cumberland Partners first reported a position in Marsh in Q2 2020 and held it in 22 quarters.
  • Cumberland Partners's Marsh position peaked at $33.2M in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Cumberland Partners's 13F filing for Q4 2025, filed 6 Feb 2026.