DFG
MRSH

Delta Financial Group’s Marsh MRSH Stock Holding History

Delta Financial Group’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
Q1 		$625K Sell
2,666
-42
-2% -$9.53K 0.14% 115
2024
Q4 		$575K Buy
+2,708
New +$601K 0.13% 114
2024
Q2 		– Sell
-3,062
Closed -$631K – 188
2024
Q1 		$631K Hold
3,062
– – 0.19% 100
2023
Q4 		$580K Hold
3,062
– – 0.18% 98
2023
Q3 		$583K Buy
+3,062
New +$587K 0.2% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delta Financial Group's MRSH Position: Q1 2025 in Review

Delta Financial Group reduced its Marsh (MRSH) stake by 1.6% in Q1 2025, selling an estimated $9.53K and leaving 2,666 shares worth $625K. The position accounts for 0.14% of the portfolio, ranked #115.

Delta Financial Group first reported a position in MRSH in Q3 2023 and has held it in 5 quarters since. The position peaked at $631K in Q1 2024. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Delta Financial Group held 2,666 shares of Marsh worth $625K as of Q1 2025.
  • Delta Financial Group sold 42 Marsh shares in Q1 2025, an estimated $9.53K.
  • Marsh made up 0.14% of Delta Financial Group's portfolio in Q1 2025, its #115 holding.
  • Delta Financial Group first reported a position in Marsh in Q3 2023 and has held it in 5 quarters since.
  • Delta Financial Group's Marsh position peaked at $631K in Q1 2024.
  • 1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.